Financial Protection for You and Your Family

EverSafe® for Morgan Stanley Reserved Clients

According to experts, monitoring your family’s finances is the single most important way to prevent fraud. EverSafe for Morgan Reserved Clients provides round-the-clock protection of your family’s checking, savings, retirement and investment accounts, credit cards, and real estate. An award-winning caregiving tool, members can designate family members and/or professionals to receive alerts for suspicious activity via text, email, voice or the EverSafe app. Personalized support and scam-watch newsletter provided to members.

Click here for special pricing for Morgan Stanley Reserved Clients.

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We’ve got you covered.

AARP Innovation+ Award

Who We Serve

EverSafe monitors bank and investment accounts, credit cards, and credit data for you and your family. Our alerts are designed with seniors in mind.

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Protect Yourself

Staying on top of your finances is challenging. Our personalized technology alerts you to signs of irregular activity. Our consolidated dashboard simplifies monitoring across accounts and institutions.

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Protect Others

Whether you’re an adult child of an aging parent or a caregiver, EverSafe’s exclusive “trusted advocate” feature enables you to serve as an ‘extra set of eyes’ in guarding against fraud, scams, and financial exploitation.

What We Do

A personal detection and alert system, EverSafe stops exploiters in their tracks before a lifetime of savings is depleted. We’re the first step to a good night’s sleep.

  ANALYZE

We examine your historical financial behavior to establish a personal profile. Then we analyze daily transactions to identify erratic activity.

  IDENTIFY

We look for anomalies like unusual withdrawals, missing deposits, irregular investment activity, changes in spending patterns, late bill payments, and more.

Ringing bell on a blue circle  ALERT

Suspicious activity alerts are delivered by email, text, phone or the EverSafe App. And EverSafe’s “trusted advocate” feature enables members to designate family, professionals or other trusted individuals to receive alerts and assist in monitoring.

  RESOLVE

EverSafe provides tools to manage the resolution process and helps you create your recovery plan. We’re always just a phone call away.

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iPad and iPhone with EverSafe screen