If you have additional questions or need assistance, please contact the Client Service Center. Information related to your external accounts is provided for informational purposes only. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. The app enables you to view your … ©2020 Morgan Stanley Smith Barney LLC. Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect Classic app brings the valuable features and functionality of the desktop version to your Android devices. English, Czech, Dutch, French, German, Italian, Japanese, Korean, Malay, Polish, Portuguese, Simplified Chinese, Spanish, Traditional Chinese. Additional information about the features and services offered through Total Wealth View are available on the Total Wealth View site on Morgan Stanley Online and also in the Total Wealth View Terms and Conditions of Use. We routinely track the cybersecurity and fraud landscape for you. At Morgan Stanley, giving back is a core value—a central part of our culture globally. With Morgan Stanley Online, enjoy the freedom to manage your wealth on your own devices while collaborating with your Morgan Stanley team. Mobile check deposits are subject to certain terms and conditions. It’s accessibility at its finest. When you’re ready to choose Morgan Stanley, go to Amazon Stock, click on “ Available Brokers, ” then on “ Select Morgan Stanley ” and, finally, on “ Yes, create an account at Morgan Stanley. Data connection required, and message and data rates may apply, including those from your communications service provider. With the StockPlan Connect app for iOS, you can: • Log in to your stock plan account easily using Face ID or Touch ID• Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes• 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.com. Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version to your iOS devices. The app’s fingerprint login is pointless, because no matter how many times you set it up, the app makes you manually log in and set up Touch ID again and again. Across all our businesses, we offer keen insight on today's most critical issues. Monitor spending, categorize expenses and create custom budgets across all your accounts. This version of the app is for users who have migrated to the new StockPlan Connect online experience. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options. Download account and tax documents, statements and more. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Yes, you can view StockPlan Connect on a wide variety of smart phones or tablets that use the following operating systems: Android, iOS, Fire OS and Windows Phone OS. If you haven't done so already, please take a moment to review the information available here. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. *Up to a daily limit of $100,000 for existing Reserved customers. Had to scramble and borrow from family to avoid losing my home. © 2019 Morgan Stanley Smith Barney LLC. ‎Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version to your iOS devices. If noncovered, Morgan Stanley is not required to report the cost basis. Follow the easy step-by-step instructions in this guide to register your account, submit your tax certification, and start using StockPlan Connect today. For more information, see the developer's privacy policy. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. To access your Amazon stock award, please register with Morgan Stanley and complete the necessary tax form (W-8BEN or W-9) before your first RSU vest date. Box 182616, Columbus, OH 43218-2616 (By Overnight Courier) Morgan Stanley, Global Stock Plan Services 4343 Easton Commons, Suite 300, Columbus, OH 43219 Contact Center Phone: 1-800-367-4777 : +1 614-467-4471 (By Regular Mail) Morgan Stanley, Global Stock Plan Services P.O. Keep all your personal finances at your fingertips with the Morgan Stanley Mobile App. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. It’s an app, for crying out loud.Even more annoying, at seemingly random intervals, the app won’t even let you manually sign in by typing in your user name and password, and instead forces you to log in using a desktop browser. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. Follow the easy step-by-step instructions in this guide to register your account, submit your tax certification, and start using StockPlan Connect today. Morgan Stanley Access Direct is your companion brokerage account to Shareworks or StockPlanConnect. You may certify be either completing a hard-copy form and faxing to the number provided on the bottom of the form or complete online by accessing your account on our website atwww.stockplanconnect.com. Please Note: All global participants certifying a W-8BEN are required to provide either a Foreign Tax Identification … Domestic fund transfers must be made from an eligible account at Morgan Stanley Smith Barney LLC (Morgan Stanley) to a US-based account at another financial institution. Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Company Information Announcements. 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. Morgan Stanley is the service provider for your ESPP and pro- Member SIPC. Can I access StockPlan Connect on my smartphone? ... Morgan Stanley is a leading global financial services firm renowned for the quality of its wealth management, investment advisory services, research, and market insights. Significant improvement to the dashboard list and much easier to find and view transaction history. and UMB Bank, N.A. © 2021 Morgan Stanley. At Morgan Stanley, we lead with exceptional ideas. All rights reserved. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. Morgan Stanley at Work We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. If you maintain a Trust or entity account with us, only our certification form will govern our obligations for such account. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Scan and deposit checks from your mobile device using Mobile Check Deposit—and get some of the industry’s highest deposit limits. Enjoy the convenience of managing your money 24/7 from your desktop, tablet or phone. Morgan Stanley does not verify that the information is accurate and makes no representation or warranty as to its accuracy, timeliness, or completeness. Enjoy the added security and environmental benefits of going paperless. Easily view your account balance, activity, holdings and projected income. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. This app is available only on the App Store for iPhone. It was so bad she called me back to apologize. Interactive data visualizations give you important account information at a glance. That if I had used the website because the app doesn’t support all features... Just wow. View real-time stock prices and stock quotes for a full financial overview. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. And what’s the point of having an app that opens the Safari browser every time you want to log in? As a global financial services firm, Morgan Stanley is committed to technological innovation. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. Morgan Stanley’s StockPlan Connect website allows you to access and manage your equity plans online. BUT, one option takes 2 days to hit your account and the other takes 5 days. For help with this process, view the Registration and Tax Certification Guide. Uploading a document to the Digital Vault does not obligate us to review or take any action on it, and we will not be liable for any failure to act upon the contents of such document. Enrollment is required and dollar and frequency limits may apply. 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®. Manage your accounts, access account documents, deposit checks, transfer money, and collaborate with your Morgan Stanley team from virtually anywhere. prior to selling your shares with Morgan Stanley. The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App Store® and AndroidTM on Google PlayTM. Morgan Stanley's stock closed at $47.97 the day the deal closed, compared to $53.75 when the deal was announced on February 20th. Data connection required, and message and data rates may apply, … Hello @islander21 Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response. Also, addition of Touch ID is a nice to have feature. Check payments arrive to the payee within 5 business days. Compatible with iPhone, iPad, and iPod touch. For Stock Plan Connect Account Requests: Fax No. Just got off the phone with Mogran Stanley Stock plan connect. You Will reCeive Multiple 1099s if: • You sell long shares acquired through your equity plan and complete a stock plan transaction. Transfer funds between your accounts at Morgan Stanley and other financial institutions. Morgan Stanley has offices across Australia and a range of contact points to make it easy for you to connect with the right support or resource. Discover who we are and the right opportunity for you. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, and sell your shares and indicate profit distribution. LOCATIONS AND CONTACT DETAILS Jump to section: We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. The developer will be required to provide privacy details when they submit their next app update. *, Receive customized alerts, such as low cash balances and transaction notifications.Â. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. Please contact your Financial Advisor or Branch Management to discuss the appropriate process for providing the document to us for review. Must have an eligible account in the U.S. to use Zelle. Member SIPC.CRC 2865363 (12/19). I was relying on funds from my stock to pay an important transaction for my home purchase. To make matters worse, when I called customer service to share the UI feedback, I was yelled at and lectured for not knowing better. The Morgan Stanley Digital Vault ("Digital Vault") is accessible to clients with dedicated Financial Advisors. ... Use live chat to quickly connect and resolve any questions you may have. Once you have enrolled in the plan, your company will collect your payroll contributions to purchase shares on a specific date. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. The app enables you to view your stock plan … Information on this website is general in nature. Additional layers of account security that verify your identity when logging in. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. It is provided by third parties, including the financial institutions where your external accounts are held. Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of … Apple Pay™ and iPad mini™ are trademarks of Apple Inc. App Store is a service mark of Apple Inc. Subject to cell phone connectivity. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. StockPlan Connect or Shareworks is your virtual equity hub. What if I have additional questions? We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. Morgan Stanley offers recordkeeping, financial reporting, trade execution, currency conversion and participant support for stock options, restricted stock awards, cash and stock-settled appreciation rights, performance awards, qualified and nonqualified employee stock purchase plans, and cash plans. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Hear their stories and learn about how they are redefining the terms of success. Thank you for your interest in Morgan Stanley. as NACHA-participating depository financial institutions for the processing of transfers on Zelle. One star is an overly generous rating. Seamlessly and securely manage your investments and everyday finances in one place. StockPlan Connect Account Registration and Certification. I was 100% relying on my money to be in my account, but that didn’t happen. Copyright © 2020 Apple Inc. All rights reserved. Requires iOS 11.0 or later. Investment, insurance and annuity products offered through Morgan Stanley SmithBarney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. Send Money with Zelle® is available on the Morgan Stanley Mobile App for iPhone and Android. NEW YORK--(BUSINESS WIRE)--Morgan Stanley announced today that its Global Stock Plan Services (GSPS) group recently launched a new online stock plan portal, StockPlan Connect… Get a complete view of your financial life—assets, liabilities and total net worth—from all of your financial institutions.Â. and UMB Bank, N.A. shares of your company’s stock through payroll deductions, sometimes at a dis-counted price. Morgan Stanley is not affiliated with Zelle. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. See how you can continue your career journey at Morgan Stanley. Check with your administrator to see if your plan is supported. NACHA-participating depository financial institutions for the processing of transfers on Zelle. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. 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