It's a global economy, you need GLOBAL direction.

The GFS
Client Center

Once you have been assigned a User Name and Password by your financial advisor, you can view your account’s balances and activity. Please contact your client service associate or your financial advisor if you would like internet access to your account and discuss the various features available.

Access the Raymond James Investor Access Enrollment Guide

Register for Morgan Stanley Online and the Mobile App

User Guide to Register and Login to the PAS Investor Portal

Deposits

To further enhance our efforts to comply with Anti-Money Laundering (AML) regulatory requirements, GLOBAL Financial Services LLC (GLOBAL) has implemented the following policies to protect our clients.

Restrictions

GLOBAL does not accept cash.

All requests to move funds or securities from an account; be it a journal between GLOBAL accounts or the delivery from a GLOBAL account must be made in writing. We will accept an email for journals and wire transfers that are to the same name*. However, an employee of GLOBAL must speak with an authorized owner of the account before the transaction will be processed.

All requests to move funds and or securities other than same name require a letter of authorization signed by an authorized party.

*Same name asset movements are between accounts with identical titles.

Bank Instructions

Download Instructions

Ramond James
Morgan Stanley
Pershing

Checks should be made payable as follows:

Raymond James & Assoc., Inc. FAO
[Your Account Name]
[Your Account Number]

Morgan Stanley FAO
[Your Account Name]
[Your Account Number]

Pershing Advisor Solutions, LLC FAO
[Your Account Name]
[Your Account Number]

Checks should be mailed to:

Raymond James & Assoc., Inc.
P.O. Box 23509
St. Petersburg, FL 33742
Please reference your RJ Account Number in the memo field

Morgan Stanley
590 Madison Ave. 11th Floor
New York, NY 10022
Please reference your MS Account Number in the memo field

Pershing Advisor Solutions, LLC
One Pershing Plaza
Jersey City, NJ 07399
Please reference your PAS Account Number in the memo field

Securities Delivery Instructions:

Raymond James & Assoc., Inc. requires advance notice of securities being delivered into your account. Please contact your financial advisor prior to delivery and receive special instructions.

Morgan Stanley requires advance notice of securities being delivered into your account. Please contact your financial advisor prior to delivery and receive special instructions.

Pershing requires advance notice of securities being delivered into your account. Please contact your financial advisor prior to delivery and receive special instructions.

Wire Instructions to send funds to your account:

Citibank., N.A., New York, NY
ABA 021-000-089
Credit to Raymond James & Assoc., Inc.
Account # 40776559
For Further Credit: Your Name and RJ Securities Account #

Citibank., N.A., New York, NY
ABA 021-000-089
Credit to Morgan Stanley
Account # 40611172
For Further Credit: Your Name and MS Securities Account #

Bank of New York, New York, NY
ABA 021-000-018
Credit to Pershing, LLC
Account # 890-051238-5
For Further Credit: Your Name and Pershing Securities Account #

For Wires coming from Outside the United States:

The Citibank S.W.I.F.T. code is CITIUS33

The Citibank S.W.I.F.T. code is CITIUS33

The Citibank S.W.I.F.T. code is CITIUS33MER
Acct Nbr: 234834045

Checks should be made payable as follows:

Ramond James

Raymond James & Assoc., Inc. FAO
[Your Account Name]
[Your Account Number]

Morgan Stanley

Morgan Stanley FAO
[Your Account Name]
[Your Account Number]

Pershing

Pershing Advisor Solutions, LLC FAO
[Your Account Name]
[Your Account Number]

Checks should be mailed to:

Ramond James

Raymond James & Assoc., Inc.
P.O. Box 23509
St. Petersburg, FL 33742
Please reference your RJ Account Number in the memo field

Morgan Stanley

Morgan Stanley
590 Madison Ave. 11th Floor
New York, NY 10022
Please reference your MS Account Number in the memo field

Pershing

Pershing Advisor Solutions, LLC
One Pershing Plaza
Jersey City, NJ 07399
Please reference your PAS Account Number in the memo field

Securities Delivery Instructions:

Ramond James

Raymond James & Assoc., Inc. requires advance notice of securities being delivered into your account. Please contact your financial advisor prior to delivery and receive special instructions.

Morgan Stanley

Morgan Stanley requires advance notice of securities being delivered into your account. Please contact your financial advisor prior to delivery and receive special instructions.

Pershing

Pershing requires advance notice of securities being delivered into your account. Please contact your financial advisor prior to delivery and receive special instructions.

Wire Instructions to send funds to your account:

Ramond James

Citibank., N.A., New York, NY
ABA 021-000-089
Credit to Raymond James & Assoc., Inc.
Account # 40776559
For Further Credit: Your Name and RJ Securities Account #

Morgan Stanley

Citibank., N.A., New York, NY
ABA 021-000-089
Credit to Morgan Stanley
Account # 40611172
For Further Credit: Your Name and MS Securities Account #

Pershing

Bank of New York, New York, NY
ABA 021-000-018
Credit to Pershing, LLC
Account # 890-051238-5
For Further Credit: Your Name and Pershing Securities Account #

For Wires coming from Outside the United States:

Ramond James

The Citibank S.W.I.F.T. code is CITIUS33

Morgan Stanley

The Citibank S.W.I.F.T. code is CITIUS33

Pershing

The Citibank S.W.I.F.T. code is CITIUS33MER
Acct Nbr: 234834045

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