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Equity Compensation

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SELECTED TOPICS

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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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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Navigating Shareworks

Produce a statement / summary of my account.

How do I produce a statement / summary of my account?

One of the benefits of Shareworks is that you can view comprehensive information for your holdings anytime, online. When you log into Shareworks, click on the ACTIVITY tab and then select REPORTS. Enter the dates you require and select the option to view the statement or save/print via pdf.

Shareworks 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#3892901 (11/2021)

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