Stock Plan 4+

Morgan Stanley at Work

Morgan Stanley

    • 4.7 • 365 Ratings
    • Free

iPhone Screenshots

Description

Designed exclusively for stock plan participants with share plans serviced by Morgan Stanley, the Morgan Stanley at Work app brings many features and key functionality of the desktop platform to your iOS devices. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options
Interactive data visualizations give you important account information at a glance. The Morgan Stanley at Work app will apply to your existing account preferences and settings and provide you with a curated view of your stock plan portfolio. With the Morgan Stanley at Work app for iOS, you can:

• Log in to your stock plan account using Face ID or Touch ID
• Get visualizations of your assets, including positions, balances and transaction history
• View, accept, or decline grant agreements and documents
• Sell shares and exercise options
• Certify your Form W-9 or Form W-8BEN

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. If you are a Morgan Stanley Online customer looking to access your brokerage account, please download the separate Morgan Stanley Wealth Management app in the Apple App Store®. 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. App Store is a service mark of Apple Inc. Subject to cell phone connectivity. 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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 5729949

What’s New

Version 3.7.0

We’ve made it easy to view and download grant agreements on the go from our new documents section. We also made some minor updates and bug fixes to make your experience even better.

Ratings and Reviews

4.7 out of 5
365 Ratings

365 Ratings

SixFearsSeven ,

It’s beauty, it’s grace

It’s elegance and taste.

Phenomenal app that I use as a one stop shop to quickly look at RSUs. Interface is clear and intuitive and there’s always great incremental changes to improve day to day usage of the app.

The development team is quick to fix bugs and release cool new features. Thanks for all the fantastic work!

Meejeenn ,

Great App

This app is easy to navigate, and has great dashboards. It gives me all the information I need in just a few clicks.

Encore3985 ,

Needs some major improvements

Please show some more information:

- How much was the stock purchased for?
- What is the return of investment based on purchase price and current trading value?
- What’s the average purchase price of a stock?
- What is the return over 1 day, 3 days, 5 days, 1 month, 3 months, 6 months, etc.?

App Privacy

The developer, Morgan Stanley, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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