Get Ready for Your Future

U.S. Resident Employees

Make the Most of Your Equity Compensation

1

Open Your Account

Your Morgan Stanley at Work stock plan account must be fully opened to access and manage your equity awards. To begin, select Morgan Stanley as your broker on the Amazon Stock portal.

2

Understand Your Stock Plan Awards

Get familiar with your awards, refer to the 'Frequently Asked Questions' or 'How to Guides' for helpful information on using your Morgan Stanley at Work stock plan account.

3

Manage Your Awards

Once you have opened your Morgan Stanley at Work stock plan account, use it to access, view and manage your stock plan awards.

Frequently Asked Questions
Chances are, if you have a question, others do, too. Our FAQs can help you understand your equity.
How-to Guides
Are you looking to take action on your Amazon stock? Check out our How-to Guides for step-by-step instructions.
Start Investing
Learn about the range of investing options that Morgan Stanley provides, with the goal of helping people like you build their financial future.
Morgan Stanley at Work Mobile App
Download the mobile app and easily access, model and sell your Amazon stock, wherever you happen to be.
fir
Schedule an appointment with a Financial Advisor.

Having a Plan Helps Drive Your Financial Future

Because now is the time to create your personal financial plan, let's review your financial journey checklist







Your Financial Plan

1
What are my financial goals?
2
How do I sell my shares?

1
How should I think about saving and investing my proceeds?
2
Do I need an estate plan? How do I get started?
3
Is now the right time to pay off debt? Donate to charity?
4
When do I want to retire? How can I make that happen?
5
What kind of financial advice is right for me? What is my investment risk tolerance?

How Morgan Stanley Helps People Like You Build Their Financial Futures

image
If you are thinking
I want an easy, automatic way to start investing ...
Smart, automated investing built for you
Automated Investment Management

At Morgan Stanley at Work, you can create a plan that fits your goals with E*TRADE Core Portfolios. 

  • A team of professionals from E*TRADE paired with automated technology takes care of the day-to-day investing for you. (1)
  • E*TRADE will build and manage your portfolio to help keep you on track toward your long-term goals. 
  • Plus, if those goals ever change, it’s simple to adjust your strategy.
image
If you are thinking
I need help figuring out my financial goals and planning to achieve them, but I don't need a dedicated Financial Advisor ...
Team-based advice when you need it
Morgan Stanley Virtual Advisor

Get advice and manage your goals and portfolio with help from our team of highly skilled Financial Advisors.

  • Tailored solutions based on your goals
  • Personal guidance
  • Advice when you need it
If you are thinking
I need someone who can help me with my complex financial needs and who can keep me on track with my goals ...
Trusted relationships, planning and investment management
Morgan Stanley Financial Advisor

Partner with a dedicated Financial Advisor for ongoing comprehensive planning, advice and management.

  • Dedicated relationships
  • Custom solutions
  • Advice for every stage
image
How can we help you?
Our team of licensed professionals can walk you through our full range of solutions and help you determine which one may be the best for you based on your individual needs and goals.

Give us call at +1-866-674-6367