Equity Compensation
Make the Most of Your Equity Awards
Equity compensation programs represent a commitment to mutual success and a powerful way for you to feel connected to your company. There are different ways companies provide equity awards—here are a few. To see details of your plan, log in to your account.
Restricted Stock Units
A restricted stock unit is an award that converts into shares of company stock for the holder on a specified event or date. Once certain criteria are met, like tenure with the company, the award vests and converts into shares, which you may choose to sell.
Stock Options
A stock option is a right, but not the obligation, to purchase a company's stock at a fixed price during a specified period of time.
Employee Stock Purchase Plans
An employee stock purchase plan allows you to purchase shares of your company’s stock through payroll deductions, usually at a discount to the market price.
Equity Award Analysis
In a one-on-one consultation, a Financial Advisor can build your Equity Award Analysis based on your unique equity award situation. This consultation will help you:
Gain a clearer understanding of how the value of your awards may change over time
Identify potential tax implications that may impact your awards
Better understand how your awards may fit into your larger financial picture
Corporate Events That Can Impact Your Workplace Benefits
Whenever your company has a corporate event that may impact your benefits, we are here to help. Our educational resources cover the basics, and our Financial Advisors can help explain what these changes may mean for you and your financial goals.
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Empower Your Financial Future
Explore educational resources designed to help you make the most of your equity benefits.
Connect with a Financial Advisor
Request a no-obligation consultation with a Morgan Stanley Financial Advisor to provide education and guidance to help you make the most of your equity benefits.
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The Equity Award Analysis is prepared using a brokerage tool and not an advisory tool. It is not a financial plan and does not create an investment advisory relationship between you and the Morgan Stanley Workplace Advisor. It is for educational purposes only and does not provide individually tailored investment advice and is not intended to be a personalized security, account type or investment strategy recommendation.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors, Workplace Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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