Your employees are putting in the work to tackle their existing student loan debt and save for future education. Help them reach their goals—and show you’re committed to their success—with leading education financing benefits.
Education financing solutions offer an actionable, trusted, single-platform solution that helps you support your workforce through student debt assistance and college saving benefits.
Whether they’re paying off debt or starting a college fund, help your employees make it happen. Learn about education financing solutions and see how supporting your team’s financial well-being can help your business thrive.*
Build a program together that unites personal guidance with self-directed learning and exploration.
Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.
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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(opens in a new tab).
E*TRADE from Morgan Stanley is a registered trademark of MSSB.
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Financial Coaching, provided by My Secure Advantage, in partnership with Morgan Stanley Financial Wellness is for informational and educational purposes only. It does not provide individually tailored investment advice and has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. 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.
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The products or services referenced herein are provided by My Secure Advantage, an unaffiliated party. Neither Morgan Stanley Smith Barney LLC ("Morgan Stanley") nor its affiliates are the provider of such products or services and will not have any input or responsibility concerning an individual’s eligibility for, or the terms and conditions associated with, these products or services. Neither Morgan Stanley nor its affiliates shall be responsible for content of any advice, guidance or services provided by My Secure Advantage. Morgan Stanley or its affiliates may participate in transactions on a basis separate from My Secure Advantage. Morgan Stanley or its affiliates may receive compensation in connection with referrals made to My Secure Advantage. Any review of the My Secure Advantage performed by Morgan Stanley was based on information from sources that we believe are reliable but we cannot guarantee its accuracy or completeness. This referral should in no way be considered to be a solicitation by the Firm for business on behalf of My Secure Advantage. The Firm makes no representation regarding the appropriateness or otherwise of the products or services provided My Secure Advantage. There may be additional service providers for comparative purposes. If you choose to contact My Secure Advantage, do thorough due diligence, and make your own independent decision.
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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.
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Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
E*TRADE Financial Corporate Services, Inc. announced in October 2023 the sale to Vestwell Holdings, Inc. of its Gradifi Solutions assets related to the Saving and Giving offerings described above. As a result, the Saving and Giving offerings will be available soon through Vestwell. Please note, that Vestwell runs an independent business that is not affiliated with E*TRADE Financial Corporate Services, Inc. or any of its affiliates, and Vestwell will be providing the Gradifi Solutions through its own systems and operational infrastructure.
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CRC 3478216 (03/24)
