Morgan Stanley Expands Crypto Access to All Clients
Morgan Stanley is broadening its cryptocurrency offerings. The financial giant now allows advisors to recommend crypto funds to all clients.
Starting October 15, 2025, financial advisors can pitch bitcoin funds to everyone. this includes clients with any type of account, like retirement or trust accounts. Previously,only wealthy clients with an aggressive risk profile and at least $1.5 million in assets could invest in crypto. They were also limited to taxable brokerage accounts.
these restrictions are now gone.Advisors will initially recommend funds from BlackRock and Fidelity.morgan Stanley plans to add more crypto funds later.
With over $8.2 trillion in customer assets, Morgan Stanley is a major player. Unlike some peers, it’s becoming more crypto-friendly. The U.S. regulatory shift under President Donald Trump has influenced this change.
Recently, Morgan Stanley announced Bitcoin, Ethereum, and solana trading via its E-Trade platform. The bank’s global investment committee suggests limiting crypto exposure to 4% of portfolios.
According to Lisa Shalett, the bank’s chief investment officer, crypto is a speculative but popular asset. Many investors are interested in exploring this prospect.