Jun 16, 2026 · 3:21 AM
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Morgan Stanley opens its trillion-dollar stock plan plumbing to AI agents and Wall Street is watching
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Morgan Stanley opens its trillion-dollar stock plan plumbing to AI agents and Wall Street is watching
Morgan Stanley is opening its ShareWorks and Equity Edge stock plan platforms, which cover $1.2 trillion in assets, to external AI agents via the Model Context Protocol. It's the first major Wall Street bank to grant third-party autonomous software direct access to client wealth infrastructure, putting it ahead of JPMorgan and Goldman on the agentic finance frontier.
Janet Harrison
5 min read
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