Stock Plan
Morgan Stanley at Work
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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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User Rating

4.54 out of 5

433 ratings in Germany

5 star
318
4 star
70
3 star
20
2 star
9
1 star
16

Ratings History

Reviews

Login error

Fab937262 on

Can’t login anymore. Message says version is outdated even though most recent version is installed

Can‘t login

sonecabr on

When trying to login I got a screen telling that my app version is not up to date…which is just an obvious bug as it seems an mislead in error handling…

Statistics

MichaXX89 on

Missing average buy in value. Need to use a different application to understand if my position is in average in profit or loss

good app but less functionality

Nikk2345 on

I like the overviews and fast transactions but the profit/loss tab has gone. Also for unrealized p/l it is missing. Please add this function. Nearly all users need it. Thanks!

New app less functions

Dr Tiburon on

I don’t get it, essential functions like gain/loss view are gone. What a dreadful job is this to launch such an app, poorer than the old one! 1 star is still too much!

Old version was better

molle29 on

...and had more info. Where did the gain/loss tab go? I need it to calculate additional taxes. Why force everyone to use the new app while the old one was way better? Please roll back.

Nicht ausgereift

126538846832 on

Die App leitet einen nur weiter. Die Übersicht der aktienwerte beim Kauf sind nicht mehr verfügbar und es wird oft Englisch und Deutsch hin und hergewechselt. Erklärungen bei Auswahlmöglichkeiten sind sehr gering gehalten. Generell sind nur wenige Daten gegeben.

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Ranking History

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Category Rankings

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Top Free
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Top Free
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Top Free
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Keywords

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Revenue and Downloads

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App Info

Category
Finance
Publisher
Morgan Stanley
Languages
Malay, Dutch, Chinese, Czech, Finnish, English, Italian, Japanese, German, Korean, French, Polish, Portuguese, Russian, Spanish, Swedish
Recent version
3.8.0 (1 month ago )
Released on
Feb 16, 2019 (5 years ago )
Last updated
1 week ago