Take Charge of Your Equity Compensation

With your linked E*TRADE brokerage account, you can seamlessly receive cash proceeds when you sell your stock plan shares, while enjoying the convenience of managing your stock plan awards and investments all in one place.

How Does It Work?

Morgan Stanley at Work has created a streamlined and comprehensive online experience where you can discover how your equity awards work and their valuable benefits.

 

 

Benefits of the Morgan Stanley at Work Relationship

Your Morgan Stanley at Work stock plan account and E*TRADE brokerage account work together, giving you the tools and insights you need to make informed decisions about your equity awards and how to use them to help you achieve your goals.

What you can expect from Morgan Stanley at Work
    • Educational resources to help you make confident financial decisions.
    • Seminars and digital webinars to prepare you for your financial journey ahead.
    • Complimentary one-on-one financial consultation with a Morgan Stanley Financial Advisor to offer personalized guidance
An E*TRADE brokerage account includes:
    • $0 commissions for online U.S.-listed stock, ETF and options trades1 and no account minimum or maintenance fees.2
    • A full range of investment choices, including stocks, options, mutual funds, ETFs 
and more.
    • Easy-to-use investing and planning tools on desktop and mobile with 24/7 support.

Still have questions?

We’re here to help. Contact us for personalized support with your stock plan account. We are available 12 a.m.–11:59 p.m. ET, Monday to Friday.

 CALL 800-838-0908

Disclosures

1 E*TRADE charges $0 commission for online U.S.-listed stock, ETF, and options trades. Exclusions may apply and E*TRADE reserves the right to charge variable commission rates. The standard options contract fee is $0.65 per contract (or $0.50 per contract for customers who execute at least 30 stock, ETF, and options trades per quarter). The retail online $0 commission does not apply to Over-the-Counter (OTC), foreign stock transactions, large block transactions requiring special handling, transaction-fee mutual funds, futures, or fixed income investments. Service charges apply for trades placed through a broker ($25). Stock plan account transactions are subject to a separate commission schedule. Additional regulatory and exchange fees may apply. For more information about pricing, visit https://us.etrade.com/what-we-offer/pricing-and-rates.

2 Transaction fees, fund expenses and service fees may apply.

Check the background of Morgan Stanley Smith Barney LLC on FINRA's BrokerCheck and see the Morgan Stanley Smith Barney LLC Relationship Summary.

Investment Products • Not FDIC Insured • No Bank Guarantee • May Lose Value

PLEASE READ THE IMPORTANT DISCLOSURES BELOW.

Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC.

This is not an offer to sell or a solicitation of an offer to buy securities, products or services by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. The products and services described herein are not marketed to residents outside of the United States and may not be available to persons or entities in foreign jurisdictions where prohibited.

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. 

 E*TRADE from Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by Morgan Stanley Smith Barney, Member SIPC.

E*TRADE from Morgan Stanley is a registered trademark of Morgan Stanley Smith Barney.
 
All entities are separate but affiliated subsidiaries of Morgan Stanley.
 
Content and services available to non-US participants may be different than those available to US participants. 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.

© 2023 Morgan Stanley. All rights reserved. 

CRC 3267386 (11/23)

 

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