Stock Plan Overview

Make the Most of Your Equity Awards

Discover how Morgan Stanley at Work can help you feel more confident about your finances—so you can thrive at work and in life.
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Put Our Extensive Resources To Work

Your company stock can play an important role on the path to your financial goals—and we’re here to help as you incorporate it into your overall financial picture.

Whether you’re starting out, approaching retirement or somewhere in between, Morgan Stanley at Work brings together educational insights, easy-to-use digital experiences, and advice on your terms to help you every step of the way.

Morgan Stanley at Work provides you with:

  1. 1
    Robust Education and Content

    In-depth education on equity compensation and more to break down a wide range of complex topics and help you build financial knowledge and confidence.

  2. 2
    Platforms and Tools

    Intuitive digital experiences from etrade.com, along with timely alerts that empower you to take action toward your awards and a stronger financial future. 

  3. 3
    Comprehensive Financial Insights

    Educational insights from a Morgan Stanley Financial Advisor on your equity compensation, including our proprietary Equity Award Analysis.  

  4. 4
    Complementary Benefits

    Complimentary perks that give you curated offers and discounts on popular brands in wellness, travel, apparel, gifts and more.

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Get the latest from our experienced thought leaders. Discover new trends, register for live webinars, and explore timely education and insights to help you build financial well-being for today and tomorrow.

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Disclosures

Note not all products and services are available in all jurisdictions.

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 is 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. 

E*TRADE from Morgan Stanley is a registered trademark of MSSB.

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#6004719 (10/2023)

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