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 * MORGANSTANLEY.COM
 * Login
    * Employee
    * Administrator

 * Region
   Americas
    * United States
    * Canada English
    * Canada French
   
   Asia Pacific
    * Australia
   
   Europe
    * United Kingdom



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.





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.
    
    
    
    


EXPLORE CURATED INSIGHTS FROM MORGAN STANLEY AT WORK

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.

Live Monthly Webinars

Register Now (opens in a new tab)
Equity Compensation and U.S. Federal Income Taxes: An Overview

Read More (opens in a new tab)
Maximizing Equity Compensation for Executives

Watch Video (opens in a new tab)
Equity Compensation: A Glossary

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You Can’t Time the Market

Read More (opens in a new tab)
Paying Down Debt: Snowball Method vs. Avalanche Method

Read More (opens in a new tab)


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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