Workplace Benefits
Learn how to make the most of your benefits.
Equity Compensation

Put your stock plan awards to work to help reach your financial goals.
Retirement

Plan for your retirement journey and explore resources to help secure a financially sound future.
Deferred Compensation

Access personalized guidance on how NQDC plans can help fund major life events.
Executive Services

Make the most of your awards with a trusted team by your side.
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Our in-depth education breaks down complex ideas and helps you build financial knowledge and confidence.

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Manage Equity Compensation
Understand how stock options work and learn how to make the most of your equity compensation.

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Prepare for Retirement
Learn how to start saving early, build your financial roadmap and take advantage of your employer-sponsored plan to create the future you want.

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Navigating Change
Find out how transitions—yours and your company’s—may impact your equity awards and other workplace benefits.

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Tax Resources
Find tax-related insights, exclusive events, how to access your tax forms and more.

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Manage Equity Compensation

5 Considerations When Making a Plan for Your Equity Compensation

Getting Started

You Work Hard, Make Your 401(k) Plan Work Harder

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Discover what's beyond your workplace benefits and take full advantage of the power of Morgan Stanley.
Financial Advice

Plan, invest and prepare for the future with help from our experienced  Financial Advisors.
Trading & Investment Accounts

Take advantage of self-directed trading and investment accounts.
Banking

Enjoy modern banking powered by Morgan Stanley Private Bank.
Perks(opens in a new tab)

Explore curated offers and discounts on popular brands in wellness, travel, apparel, gifts and more.

Workplace Benefits
Learn how to make the most of your benefits.
Equity Compensation

Put your stock plan awards to work to help reach your financial goals.
Retirement

Plan for your retirement journey and explore resources to help secure a financially sound future.
Deferred Compensation

Access personalized guidance on how NQDC plans can help fund major life events.
Executive Services

Make the most of your awards with a trusted team by your side.
Learning Center

Learning Center Overview
Our in-depth education breaks down complex ideas and helps you build financial knowledge and confidence.

Explore More

SELECTED TOPICS

Manage Equity Compensation
Understand how stock options work and learn how to make the most of your equity compensation.

View topic

Prepare for Retirement
Learn how to start saving early, build your financial roadmap and take advantage of your employer-sponsored plan to create the future you want.

View topic

Navigating Change
Find out how transitions—yours and your company’s—may impact your equity awards and other workplace benefits.

View topic

Tax Resources
Find tax-related insights, exclusive events, how to access your tax forms and more.

View topic

What's Trending?

Manage Equity Compensation

5 Considerations When Making a Plan for Your Equity Compensation

Getting Started

You Work Hard, Make Your 401(k) Plan Work Harder

Explore More
Explore More
Discover what's beyond your workplace benefits and take full advantage of the power of Morgan Stanley.
Financial Advice

Plan, invest and prepare for the future with help from our experienced  Financial Advisors.
Trading & Investment Accounts

Take advantage of self-directed trading and investment accounts.
Banking

Enjoy modern banking powered by Morgan Stanley Private Bank.
Perks(opens in a new tab)

Explore curated offers and discounts on popular brands in wellness, travel, apparel, gifts and more.

Accounts & Passwords

Forgot my account number.

I have forgotten my account number to log into my stock plan account, what do I do?

On the login page, select the Forgot Your Account? link and complete the required steps.(opens in a new tab) The information will then be emailed to your company managed email address.

Stock Plan Support Center

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Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

CRC#6054540 (12/2024)

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