Stock Plan 3.8.0

Morgan Stanley – Freeware – Android iOS
out of 7721 votes

The Morgan Stanley at Work app is a valuable tool designed specifically for stock plan participants who have share plans serviced by Morgan Stanley. This app brings the key functionality and features of the desktop platform to your iOS devices, allowing you to conveniently access and manage your stock plan account.

With the Morgan Stanley at Work app, you can easily view your stock plan account balance and activity, check your award vesting schedules, sell shares, and exercise options. The app offers interactive data visualizations that provide a quick overview of your important account information.

Logging in to your stock plan account is secure and convenient with Face ID or Touch ID options. The app also allows you to view, accept, or decline grant agreements and documents. Additionally, you can sell shares and exercise options directly from the app. Certifying your Form W-9 or Form W-8BEN is also possible through the Morgan Stanley at Work app for iOS.

To access this app, you must be a stock plan participant with a share plan serviced by Morgan Stanley and have previously registered on atwork.morganstanley.com.

For those who are Morgan Stanley Online customers and wish to access their brokerage account, a separate Morgan Stanley Wealth Management app is available in the Apple App Store®. Please note that Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay™ and iPad mini™ are trademarks of Apple Inc. The App Store is a service mark of Apple Inc.

It's important to note that Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates, and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Therefore, clients should consult their tax advisor for matters involving taxation and tax planning, as well as their attorney for legal matters. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

Overview

Stock Plan is a Freeware software in the category Business developed by Morgan Stanley.

The latest version of Stock Plan is 3.8.0, released on 07/02/2024. It was initially added to our database on 09/22/2023.

Stock Plan runs on the following operating systems: Android/iOS.

Users of Stock Plan gave it a rating of 5 out of 5 stars.

Pros

Offers a comprehensive platform for managing equity compensation and employee stock options.
User-friendly interface, making it easy for employees to navigate their stock plans.
Provides robust reporting and analytics tools to track stock performance and value over time.
Includes mobile access, allowing employees to manage their stock plans on the go.
Backed by a reputable financial institution, ensuring reliability and security.
Offers integrated educational resources to help users understand stock options and equity compensation better.

Cons

Limited to Morgan Stanley clients, which may restrict access for some users.
Some users report occasional performance issues or bugs in the application.
Fees for certain transactions or account types may apply, potentially reducing overall investment returns.
Lacks certain advanced trading features found in other investment platforms.
Customer service can be slow at times, leading to longer wait times for resolution of issues.

FAQ

What is the Stock Plan by Morgan Stanley?

The Stock Plan by Morgan Stanley is a comprehensive service that provides companies and their employees with management tools and services for equity compensation, enabling better allocation and management of stock options and equity grants.

Who is eligible to participate in the Stock Plan by Morgan Stanley?

Eligibility varies by company, but generally, employees who receive stock options or equity grants as part of their compensation package are eligible to participate.

How do I access my Stock Plan account?

You can access your Stock Plan account online through the Morgan Stanley website or mobile app using your credentials. If it's your first time, you may need to register and set up an account.

What types of equity compensation does the Stock Plan support?

The Stock Plan supports various types of equity compensation, including stock options, restricted stock units (RSUs), and employee stock purchase plans (ESPPs).

Is there a fee to participate in the Stock Plan by Morgan Stanley?

There may be fees associated with certain services provided under the plan, such as transaction fees or management fees. It's best to review your company's specific plan details for exact fee structures.

How can I manage my stock options through Morgan Stanley's platform?

You can manage your stock options through the online platform where you can view your grant details, exercise options, and make transactions as allowed by your plan.

What should I do if I forget my account password for the Stock Plan?

If you forget your password, you can use the 'Forgot Password' link on the login page to reset it. Follow the prompts provided to regain access to your account.

Is there customer support available for the Stock Plan?

Yes, Morgan Stanley offers customer support for Stock Plan participants. You can contact support through their website or designated customer service number.

Can I sell my shares once I exercise my stock options?

Yes, after exercising stock options, you typically have the ability to sell shares; however, this depends on any applicable trading restrictions and your company's policies.

Are there tax implications for participating in the Stock Plan?

Yes, there are tax implications when exercising stock options or selling shares from equity compensation. It's advisable to consult a tax professional for guidance based on your situation.

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