specification: API Commons Plans
specificationVersion: '0.1'
schema: https://raw.githubusercontent.com/api-evangelist/interface-research/main/schema/api-commons.yml#/$defs/Plans
provider: Morgan Stanley
providerId: morgan-stanley
created: '2026-05-04'
# Provenance stamped 2026-08-11: this artifact was written by the API Evangelist
# bulk sweep dated 2026-05-04, not harvested from the provider. See roadmap#35.
method: generated
modified: '2026-05-05'
reconciled: false
tags:
  - Financial
  - Investment Banking
  - Wealth Management
description: Morgan Stanley operates a private institutional developer portal at developer.morganstanley.com.
  Access is invitation-only and is offered to existing institutional clients and contracted third-party
  partners; pricing is bundled into the underlying client services agreement (e.g. Wealth Management,
  Institutional Securities, Morgan Stanley at Work). No public list pricing is published.
sources:
  - https://developer.morganstanley.com/
  - https://developer.morganstanley.com/terms
  - https://developer.morganstanley.com/apis
notes: Pricing not publicly disclosed; reconciliation set to false. Captures institutional / partner-private
  access model verified via developer.morganstanley.com landing page.
plans:
  - id: morgan-stanley-institutional
    name: Institutional Client API Access
    type: enterprise
    description: API access bundled with an existing Morgan Stanley institutional client relationship
      (Wealth Management, Institutional Securities, Investment Management, Morgan Stanley at Work). Requires
      coordination with the client service representative to onboard and obtain credentials.
    entries:
      - label: Bundled with client agreement
        name: bundled_access
        type: subscription
        metric: contract
        limit: -1
        timeFrame: year
        geo: configurable
        unit: 1
        price: bundled with client services agreement
        userMultiplied: false
    elements:
      - name: Real-time market data access (entitlements apply)
      - name: Portfolio management endpoints
      - name: Trade execution endpoints
      - name: Wealth-management data feeds
      - name: REST and WebSocket APIs
  - id: morgan-stanley-partner
    name: Third-Party Partner Integration
    type: enterprise
    description: Integration partners (e.g. equity-compensation platforms via Morgan Stanley at Work) onboard
      under a partner agreement. Commercial terms are negotiated bilaterally.
    entries:
      - label: Partner integration
        name: partner_access
        type: subscription
        metric: contract
        limit: -1
        timeFrame: year
        geo: configurable
        unit: 1
        price: contact partnerships
        userMultiplied: false
    elements:
      - name: Partner-scoped API credentials
      - name: Code samples and starter projects (github.com/morganstanley/api)
      - name: Sandbox endpoints
maintainers:
  - FN: Kin Lane
    email: kin@apievangelist.com
x-canonical:
  generated: '2026-10-08'
  vocabulary: all/0-working/economics/plans-canonical.yml
  models:
  - subscription
  units:
  - negotiated
  plans:
  - name: Institutional Client API Access
    access: enterprise
    model: subscription
    model_how: derived
    units:
    - negotiated
    periods:
    - year
  - name: Third-Party Partner Integration
    access: enterprise
    model: subscription
    model_how: derived
    units:
    - negotiated
    periods:
    - year