The Problem

When Morgan Stanley acquired E*TRADE, the Activity Page was chosen as the first unified client experience. Within it, the Activity Details component was a key pain point: transaction records were dense, inconsistent, and often difficult to scan. Each platform had different structures and expectations, so clients risked feeling lost or frustrated if the redesign didn’t strike the right balance.

The Solution:

I redesigned the Activity Details component by blending the best of both worlds. We kept Morgan Stanley’s original expand-and-collapse behavior, which clients were already comfortable with, and brought in E*TRADE’s stronger information mapping and edit capabilities. On top of that, we applied updated design system standards to make the component feel modern and scalable. The end result was an elevated experience that preserved familiarity while expanding what clients could actually do.

Impact

The unified Activity Details component has been rolled out to a select group of high-value clients as part of an invite-only release. To measure success, we are tracking:

• Engagement with Activity Details (expansion, drill-down, edit usage)
• Client satisfaction and feedback on clarity of transaction history
• Adoption of new design patterns across early users

These metrics will validate whether the redesign preserves familiarity while elevating usability, before expanding rollout to the full client base.