Stock Plan 3.8.0

Morgan Stanley – Freeware – Android iOS
7721 oy

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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.

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