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Stock Plan
Morgan Stanley at Work
⭐️4.5 / 5
Rating
🙌7.7K
Ratings
📼5 scs
Content
📦~ in 2 months
Updates frequency
🗣❌ unsupported
Your locale
- Versions
- Price History
- Description
- FAQ
All Versions of Stock Plan
3.8.0
May 29, 2024
Miscellaneous improvements and bug fixes.
3.7.0
October 20, 2023
We’ve made it easy to view and download grant agreements on the go from our new documents section. We also made some minor updates and bug fixes to make your experience even better.
More3.6.1
August 16, 2023
Miscellaneous improvements and bug fixes.
3.6.0
July 15, 2023
We've made updates to your login experience and other improvements to the app.
More3.5.0
November 22, 2022
We’ll be introducing push notifications, so you never miss an important date. You’ll need to allow notifications in your phone settings to receive them.
If you have a linked E*TRADE account, you can now see the value of your company shares under Transactions.
We’ve fixed bugs and made improvements to enhance your experience.
More3.4.0
June 28, 2022
This version adds mid session step up for IDP, improves the certificate pinning implementation, fix E*TRADE issue, replace FinWell links with new links, and adds some restrictions for Canadian stock options exercises for compliance.
More3.3.0
April 29, 2022
Miscellaneous improvements and bug fixes
3.2.0
April 14, 2022
Miscellaneous improvements and bug fixes
3.1.0
February 14, 2022
Miscellaneous improvements and bug fixes
3.0.5
December 7, 2021
Miscellaneous improvements and bug fixes
Price History of Stock Plan
Description of Stock Plan
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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Stock Plan: FAQ
No, Stock Plan can’t be used on iPad devices yet.
The Stock Plan app was made by Morgan Stanley.
Stock Plan minimum iOS requirement is iOS 13.0.
The Stock Plan app has a consumer rating of 4.5 and gets a lot of positive feedback.
The App Category Of Stock Plan Is Finance.
3.8.0 is the most recent version of the Stock Plan app.
The latest Stock Plan update was released on July 1, 2024.
The Stock Plan app originally came out on February 5, 2023.
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Currently, Stock Plan supports American English, Czech, Dutch and 14 more.
Sorry, Stock Plan is not part of Apple Arcade.
Sorry, there are no in-app purchases available in Stock Plan.
Sorry, Stock Plan is not designed for integration with Apple Vision Pro.