Screenshots

Description

Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect Classic app brings the valuable features and functionality of the desktop version to your iOS devices. The app enables you to view your account balance and activity, check your award vesting schedules, sell your shares and indicate profit distribution, and model your future stock performance. In addition, interactive data visualizations give you important investment information at a glance. Wherever you go, StockPlan Connect Classic will apply your existing account preferences and settings to provide you a curated view of your portfolio.

With the StockPlan Connect Classic app for iOS, you can:

• Log in to your stock plan account
• Get easy-to-understand visualizations of your assets, and view streamlined account summaries
• Sell shares and indicate profit distribution through account setup
• Model future stock performance and orders before they are placed
• View positions, balances, transaction history, gain/loss summaries, and real-time quotes
• Customize your view by product and date, and select from 12 languages and over 110 currencies
• Access online educational resources via our Knowledge Center

To access this app you must be a stock plan participant of Morgan Stanley and have previously registered on stockplanconnect.com.

IMPORTANT: Morgan Stanley is in the process of migrating all stock plan clients to a new platform. Participants of migrated corporate clients must download the new StockPlan Connect app in the app store to access their account.

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 iTunes store.

Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 2416739 (2/19)

What’s New

Version 1.4.2

Minor bug fixes.

Ratings and Reviews

1.4 out of 5
166 Ratings

166 Ratings

Buck_Wilde_23 ,

Outdated and Not User Friendly - User Schwab

App lacks Touch ID and Face ID when this is considered a norm for banking apps now. The visualization and breakdown of your transactions and fees are awful. If you are a corporate user and choosing between this and Schwab, go with Schwab purely based off of user experience. Pretty sure this app UX was designed for iPhone 5 and sizing etc has not been updated since.

Also app doesn’t properly handle sales of fractional shares. If you sell 3.5 shares for $100ea, your gross proceeds from the sale will show you the total for the sale of 4 shares ($400). Your net proceeds will be correct on the desktop website ($350), but there is no breakdown or explanation of the issues or differences. I am moving my corporate account after this.

RJ7bb ,

No touch/Face ID

This is the only financial app I have that still does not offer touch/Face ID. Also the user experience design is awful, the key use cases for me are to see when is the next stock vesting date, what is the estimated value based on current share price and estimated net value after tax withholding. Also that same data for an entire year. Instead the app has confusing navigation based on stock grants and offers no guidance on vesting value or tax amount when RSUs vest. The company message at the top is always there and never goes away.. just overall worst user experience ever!

Bk_stroll804 ,

Just wanted to see my StockPlan

It does what's it's supposed to I guess, as far as Touch ID/Face ID. I'm mad but not really everything is becoming too simple all this instant gratification takes away from gratitude and worth. Makes life lame sometime and the masses are becoming ungrateful with everything. Type in your password take the time to remember it because it's important it's your StockPlan. My goodness that's why the banks are aways getting ripped off. I was victim of bank fraud twice in less than a year. Get a grip folks

App Privacy

The developer, Morgan Stanley, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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