Welcome to Morgan Stanley at Work

Our workplace financial benefits deliver powerful tools, guidance and education to help companies and employees thrive.

For Employers

Financial Benefits for Modern Teams

Transform your workplace through financial well-being. From equity to retirement to college savings, our solutions help employees achieve their financial goals, so they can take your company to new heights.

When Employees Thrive, Your Company Thrives Too

There’s no better investment your company can make than in the people that power it. That’s why Morgan Stanley at Work delivers workplace financial solutions that can help employees build financial well-being—and help you attract and retain top talent.

We’ve Got You Covered

Whether you’re a global corporation or a growing start-up, we understand your needs and offer tailored solutions and technology to help meet them.

Private Company
Grow with confidence and build a culture of excellence with solutions tailored to private companies.
Small Business Startup Enterprise
Public Company
Help build the financial well-being of your employees whether you're newly public, growing globally or evolving your benefit offering.
Public Company
Strategic Partner
Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies.
Investor Other Partners
Not Sure Where to Start?
Answer a few questions about your company’s needs and we’ll recommend a solution.
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Solutions With a Focus: Your People

Our offering provides thoughtful guidance, insightful education and intuitive technology to help your employees achieve their financial goals.

  

Lights… Camera… Thrive

Thrive is no ordinary conference, it's a leading-edge industry forum hosted by Morgan Stanley at Work, to dive into equity compensation and workplace benefit sessions, engage in roundtable discussions on pressing issues and earn continuing education credits. Join us June 9 – 12, 2025 at JW Marriott Los Angeles LA LIVE hotel.

 

Register Now

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Employees

  1. Financial Education: Support financial well-being with a robust learning curriculum, virtual and in-person education sessions and digital tools personalized to each employee.

  2. Financial Guidance: Support your employees with personalized financial guidance for their unique financial needs. 

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Advantages For Your Company

  1. Help Attract and Retain Talent: Stand out in a tight labor market by offering employees a unique blend of knowledge, tools and support.

  2. Instill Financial Confidence: Offer guidance and a range of tools and resources, to help employees build financial acumen and get support when they need it.

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Get to Know Us

Who are we? Let us show you. Meet our team, get to know our story and learn why companies choose us.

Our Story
We help companies thrive by meeting the challenges of the modern workplace head-on. Learn how we’ve evolved to address the changing needs of businesses today.
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Our Team
Get to know the team that’s working for yours. Learn about our company culture and the people powering Morgan Stanley at Work.
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The Power of Morgan Stanley
No matter where your business is or where it’s going, our full firm is on your side. Learn what’s possible with the support of Morgan Stanley.
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Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Let’s Start the Conversation

Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

If you are an employee looking for help with your account, visit support.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.

Check the background of our Firm and investment professionals on FINRA's BrokerCheck.

NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES

This material is provided for informational purposes only and does not provide individually tailored investment or financial advice. It has been prepared without regard to the individual financial circumstances and objectives of  persons who receive it. Information and data contained herein is from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of the information or data from sources outside of Morgan Stanley. Past performance is not indicative or a guarantee of future results.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor for related questions. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

E*TRADE Financial Corporate Services, Inc. is located at 3 Edison Drive, Alpharetta, GA 30005.

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.

Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.

In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB, Member SIPC. 

E*TRADE from Morgan Stanley is a registered trademark of MSSB.

All entities are separate but affiliated subsidiaries of Morgan Stanley. 

Content and services available to non-US participants may be different than those available to US participants.

The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

E*TRADE Financial Corporate Services, Inc. has engaged Vestwell Holdings Inc. to offer Education Financing solutions, enabling employers to provide their employees student loan and college savings benefits. These solutions are part of the Morgan Stanley at Work solutions. All loan brokering, lending, and money transmission services provided in connection with the Education Financing solutions are provided by Vestwell Holdings Inc. E*TRADE Financial Corporate Services, Inc. does not procure or make loans, or remit funds related to these products and services. Not all products and services offered through Vestwell Holdings Inc. are available in all jurisdictions. Please contact Vestwell Holdings Inc. directly for additional information about its products and services.

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