Stock Markets February 27, 2026

Morgan Stanley Seeks National Trust Charter to Custody Digital Assets

Filing with OCC outlines plans for custody, trading and staking services from a Purchase, New York main office

By Jordan Park MS
Morgan Stanley Seeks National Trust Charter to Custody Digital Assets
MS

Morgan Stanley has submitted an application to the Office of the Comptroller of the Currency for a national trust bank charter intended to custody digital assets. The filing, dated Feb. 18, says the entity will provide trading and staking services to the bank's investment clients and will be based in Purchase, New York while serving clients across the United States. The move follows recent hires and ETF filings tied to digital assets and a partnership to enable ETrade client trading.

Key Points

  • Morgan Stanley filed for a national trust bank charter with the Office of the Comptroller of the Currency on Feb. 18 to custody digital assets.
  • The proposed entity would facilitate trading and staking for the bank's investment clients and have its main office in Purchase, New York while serving clients across the United States.
  • The application follows recent Morgan Stanley moves in digital assets, including the appointment of Amy Oldenburg as head of digital-asset strategy, filings for Bitcoin, Ether and Solana ETFs, and a partnership with Zerohash to enable ETrade client trading.

Overview

Morgan Stanley has applied for a national trust bank charter to custody digital assets, according to a filing made with the Office of the Comptroller of the Currency on Feb. 18. The prospective trust bank is described in the filing as a vehicle to custody digital tokens for the bank's investment clients and to provide related services.

Scope of proposed business

The filing states the unit would offer trading and staking services for digital assets. The business would operate from a main office in Purchase, New York, and provide services to clients throughout the United States, per the application.

Recent corporate moves tied to digital assets

The charter request is among several steps Morgan Stanley has taken to expand its digital-asset footprint. In January, the firm appointed Amy Oldenburg as head of digital-asset strategy. That same month, Morgan Stanley submitted filings for exchange-traded funds tied to Bitcoin, Ether and Solana. Separately, the bank announced a partnership with Zerohash to permit ETrade clients to trade digital assets beginning this year.

Industry context referenced in the filing

The filing notes that Wall Street firms have been looking for ways to broaden their participation in crypto markets, and that crypto and fintech companies have likewise pursued national trust bank charters. The application situates Morgan Stanley’s initiative within that broader movement, as described in the submitted materials.

What the filing discloses and what remains open

The OCC filing documents Morgan Stanley’s plan to form a national trust bank for custody, trading and staking services, and identifies the intended main office location and nationwide service area. The filing itself does not include further details about timing, operational rollout or regulatory approval status beyond the submission date of Feb. 18.

Summary takeaway

The application marks a formal step by Morgan Stanley toward offering custody and ancillary services for digital assets through a trust bank structure, aligning with the firm’s recent hires, ETF filings and partnership activity related to crypto trading access for clients.

Risks

  • Approval uncertainty - The filing records an application to the OCC but does not specify the timeline or outcome of regulatory approval, creating uncertainty about when or if the trust bank will commence operations. This impacts the banking and crypto custody sectors.
  • Competitive and market dynamics - The filing notes other Wall Street, crypto and fintech firms have sought national trust charters, indicating a competitive environment for custody and trading services that could affect market share in institutional crypto services. This impacts financial services and fintech sectors.
  • Operational scope and rollout - The filing specifies planned services and a main office location but does not provide detailed operational rollout information, leaving uncertainty about service availability and implementation across the U.S. This affects investment clients and asset servicing.

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