Description

Designed exclusively for stock plan participants with share plans serviced by Morgan Stanley, the Morgan Stanley at Work app brings many features and key functionality of the desktop platform to your iOS devices. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options
Interactive data visualizations give you important account information at a glance. The Morgan Stanley at Work app will apply to your existing account preferences and settings and provide you with a curated view of your stock plan portfolio. With the Morgan Stanley at Work app for iOS, you can:

• Log in to your stock plan account using Face ID or Touch ID
• Get visualizations of your assets, including positions, balances and transaction history
• View, accept, or decline grant agreements and documents
• Sell shares and exercise options
• Certify your Form W-9 or Form W-8BEN

To access this app, you must be a stock plan participant with a share plan serviced by Morgan Stanley and have previously registered on atwork.morganstanley.com. If you are a Morgan Stanley Online customer looking to access your brokerage account, please download the separate Morgan Stanley Wealth Management app in the Apple App Store®. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay™ and iPad mini™ are trademarks of Apple Inc. App Store is a service mark of Apple Inc. Subject to cell phone connectivity. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 5729949

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Screenshots

User Rating

4.7 out of 5

365 ratings in Canada

5 star

297

4 star

3 star

2 star

1 star

Ratings History

Reviews

It’s beauty, it’s grace

It’s elegance and taste. Phenomenal app that I use as a one stop shop to quickly look at RSUs. Interface is clear and intuitive and there’s always great incremental changes to improve day to day usage of the app. The development team is quick to fix bugs and release cool new features. Thanks for all the fantastic work!

Needs some major improvements

Please show some more information: - How much was the stock purchased for? - What is the return of investment based on purchase price and current trading value? - What’s the average purchase price of a stock? - What is the return over 1 day, 3 days, 5 days, 1 month, 3 months, 6 months, etc.?

Great App

This app is easy to navigate, and has great dashboards. It gives me all the information I need in just a few clicks.

It doesn’t even start

Just displays an error

Store Rankings

Ranking History

Category Rankings

Chart	Category	Rank
Top Free	Canada Finance	323
Top Free	Portugal Finance	391
Top Free	Australia Finance	444

Keywords

etrade, work_connected, stock plan

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