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)
Minor Bug Fixes
Ratings and Reviews
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!
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
Error on log in still not fixed
I thought with all the bad reviews maybe they worked to fix something. Just loaded the app and I have the same issues others complained about over a year ago. MS you are a big company so maybe you should find a new developer that tests the product and makes significant improvements. Touch ID would be nice but first just the ability to log in. I am deleting this app after this review.
With Family Sharing set up, up to six family members can use this app.