Stock Plan

Published by: Morgan Stanley

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
Hide Show More...

Screenshots

Stock Plan FAQ

  • Is Stock Plan free?

    Yes, Stock Plan is completely free and it doesn't have any in-app purchases or subscriptions.

  • Is Stock Plan legit?

    ⚠️ The Stock Plan app has poor ratings and negative feedback. Users seem unsatisfied with its performance or features.

    Thanks for the vote

  • How much does Stock Plan cost?

    Stock Plan is free.

  • What is Stock Plan revenue?

    To get estimated revenue of Stock Plan app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating

4.55 out of 5

7,719 ratings in United States

5 star
6,215
4 star
639
3 star
227
2 star
133
1 star
505
Ratings History

Stock Plan Reviews

Worst financial app

appologiestoyou on

United States

Hard to think of an app that's worse. Very basic and frequently gets an error saying it can't connect to the server. I have several otter financial apps installed, none are this bad.

Why not enable face recognition logging

weihaoren on

United States

!

Kinda works

Humanistical on

United States

The app displays your stock information well enough, in a very basic way, but it has a number of issues. The biggest bug I’ve found is that if you try to do a transfer but haven’t added a brokerage account (through the website, it’s not supported on the app like a number of other features), the app gets stuck. There’s no back button, so you have to clear the app out of memory to use it again. Poor and thoughtless design, very disappointing from such a large financial firm.

Does not work!

INSERT.NIC.KNAM.E.HE.RE on

United States

Never been able to log in… EVER! Just hangs after the 2FA code.

So bad

Was hopeful on

United States

The app and Morgan Stanley are awful. I am trapped using this terrible app and company because my RSUs and ISOs are handled by MS. I truly hate having this relationship with a company that does not have any consideration for the end user. There is no way this app legitimately has 4 star reviews. When logging in, I have enter password followed by authenticator code. When I switch to the authenticator app and back, MS app reverts to password prompt. STUPID STUPID STUPID workflow not tested by devs.

So bad

Was hopeful on

United States

The app and Morgan Stanley are awful. I am trapped using this terrible app and company because my RSUs and ISOs are handled by MS. I truly hate having this relationship with a company that does not have any consideration for the end user. They locked my account for no reason. It happened suddenly after I transferred all stock to my Fidelity account. I wonder if that had something to do with MS locking my account and requiring me to call them to access MY STOCK, MY PROPERTY, MY MONEY?!

Useless

holyfbatman on

United States

Downloaded months ago and it’s always said it can’t connect to the server

Just use the website

X-caiver on

United States

Half the time the app redirects you to the website anyway.

Does not work

Sklpace on

United States

Not confidence inducing for a company that handles your investments! Is anyone even reading and acting on all this awful feedback?!

Broken

Curt in NYC on

United States

Used to work fine. Now when clicking an account (after successfully logging in) I get “Error”. Even though I can go ew the account on the web, and even after removing and re-installing the app.

Store Rankings

Ranking History
App Ranking History not available yet
Category Rankings
Chart
Category
Rank
Top Free
494

Keywords

Stock Plan Competitors

Stock Plan Installs

Last 30 days

Stock Plan Revenue

Last 30 days

Stock Plan Revenue and Downloads

Gain valuable insights into Stock Plan performance with our analytics.
Sign up now to access downloads, revenue, and more.

App Info

Category
Finance
Publisher
Morgan Stanley
Languages
Russian, German, Czech, Japanese, French, Polish, Swedish, Chinese, Italian, Finnish, English, Dutch, Portuguese, Spanish, Korean, Malay
Recent release
3.16.1 (1 month ago )
Released on
Feb 16, 2019 (6 years ago )
Last Updated
1 day ago
This page includes copyrighted content from third parties, shared solely for commentary and research in accordance with fair use under applicable copyright laws. All trademarks, including product, service, and company names or logos, remain the property of their respective owners. Their use here falls under nominative fair use as outlined by trademark laws and does not suggest any affiliation with or endorsement by the trademark holders.