Shareworks 4+

Some commands like Back or Change are way in the corners and don’t respond easily. Have to click on it several times. Then when I hit Done on the keyboard to hide it, it kicks me out and have to login again. Needs improvements!

This app wants to be great but is a great example of how banks just struggle to build apps people can easily use.

Let me cite a few issues. Most recently, I had extra funds in the account. Took what seemed 800 emails to customer support (nice people and reasonably responsive to be fair), to figure out I couldn't exercise some options because shareworks wanted more cash to cover taxes. I'm sorry but that's not up to them to pay my taxes and when they extracted the extra thousands. I digress. The issue is that I could not easily exercise over that issue and the app doesn't tell you that's the issue.

Can't pull cash out that's extra money because the app has decided I don't have an account linked. Well guys, if that's the case, how did I exercise stock recently? Hmm. Add account workflow breaks again, saying you already have an account. Infuriating. This app has a long way to go. I mean, a really long way to go.

This app is supposed to be for Morgan Stanley Stock Plan Administrators. Could not log in with same credentials as web site so I called. After spending nearly 2 hours on the phone with Morgan Stanley and getting bounced from one department to another and back to the same guy (Roger) in the original department, Level 2 support tells him “we do not support the Shareworks mobile app on the iPhone.”. Why the heck is it on the Apple App Store then? I asked that question and they gave me yet another number to call. Very frustrating!