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Morgan Stanley lifts restrictions on wealth management clients holding crypto funds

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2025-10-10 13:22:39
Morgan Stanley informed its financial advisors on Friday that it is expanding access to cryptocurrency investments to all clients and allowing such investments in any type of account, including retirement accounts. Beginning Oct. 15, advisors will be able to recommend cryptocurrency funds to any client. Previously, the option was limited to clients with aggressive risk tolerance and assets of at least $1.50 million.
Morgan Stanley will rely on automated monitoring processes to ensure clients are not unduly concentrated in the volatile asset class, with models recently published by the bank's Global Investment Committee recommending a maximum initial allocation of up to 4 per cent depending on objectives ranging from "wealth preservation" to "opportunity growth".
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