Applications / Mortgage Analytics / Lenders / New York / Morgan Stanley Private Bank / Data
Morgan Stanley Private Bank
Purchase, NY · National bank · OCC · $255 billion assets · 10,740 loans in 2025
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10,740
loans originated, 2025
14,182
applications, 2025
51
states and territories
0
gaps bigger than at similar lenders
History
- 10 August 1996Merged with Union Federal Bank, a Federal Savings Bank. Its HMDA filings count as this lender's in the competition figures.
- 12 August 1996Change in Organization Type.
- 12 August 1996Established as Dean Witter Trust FSB.
- 24 March 1998Renamed from Dean Witter Trust FSB to Morgan Stanley Dean Witter Trust FSB.
- 10 December 2001Renamed from Dean Witter Trust FSB to Morgan Stanley Trust.
- 1 July 2010Charter changed (FDIC class SB to N).
- 1 July 2010Head office moved (now in NY).
- 1 July 2010Renamed from Morgan Stanley Trust to Morgan Stanley Private Bank, National Association.
- 1 July 2010Institution Becomes a Member of FRS (Federal Reserve System).
- 2011First report under HMDA.
- 1 June 2011Merged with Morgan Stanley Credit. Its HMDA filings count as this lender's in the competition figures.
- 1 January 2022Merged with E*Trade Bank. Its HMDA filings count as this lender's in the competition figures.
- 1 January 2022Merged with E*Trade Savings Bank. Its HMDA filings count as this lender's in the competition figures.
Filed under earlier names
- 2011–2025Morgan Stanley Private Bank NA
- 2014–2015MORGAN STANLEY PRIVATE BANK N
- 2017–2017Morgan Stanley Private Bank, NA
Data editions
| Year | Publisher | Edition |
|---|---|---|
| 2018 | FFIEC | three-year |
| 2019 | FFIEC | three-year |
| 2020 | FFIEC | snapshot |
| 2021 | FFIEC | snapshot |
| 2022 | FFIEC | snapshot |
| 2023 | FFIEC | one-year |
| 2024 | FFIEC | one-year |
| 2025 | FFIEC | snapshot |
Corrections to this lender's records
| Year | Problem | Records | What was done |
|---|---|---|---|
| 2024 | zero income set to missing: debt-to-income band reported (>60%), which cannot be computed from zero income. HMDA says report NA when income is not relied on | 4 | Record adjusted; the published value is kept in dw.lar_original |
| 2025 | zero income set to missing: debt-to-income band reported (>60%), which cannot be computed from zero income. HMDA says report NA when income is not relied on | 4 | Record adjusted; the published value is kept in dw.lar_original |
The data behind this page, and how it was built, checked and analysed in Jenner: the data product · the fair-lending method. Page generated 2026-10-24T05:46:37Z.
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