Stock Plan

Stock Plan

Morgan Stanley at Work

7.7K ratings
186 reviews
Free

Details

  • Released
  • Updated
  • February 16, 2019
  • April 23, 2026
Stock Plan screenshot #1 for iPhone
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Stock Plan screenshot #5 for iPhone
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About

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

View stock plan account balance and activity
Check award vesting schedules
Sell shares and exercise options
Interactive data visualizations
Log in with Face ID or Touch ID
View, accept, or decline grant agreements
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What users say

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What's New in Stock Plan

4.0.1

April 23, 2026

Miscellaneous improvements and bug fixes

User reviews

Decent app. Could use some improvements.

The app is fine. It does what it needs to do. There’s a couple issues though.

First, if I’m logged in and then get logged out due to inactivity, when I return to the app and try to use biometrics to log in again, it attempts biometrics but then immediately returns me to the back to the login screen.

Secondly, and honestly more annoying… a recent update has caused the current stock price to be rounded to the nearest whole integer. This is frankly just incorrect. Why round a stock price? Please fix that.
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unable to connect to server

simply doesn’t work

App always Locks me out!

I have called so many times to reset my locked account and again every month it gets locked! So many representatives suggested trying to keep logging in every few days to avoid that and still locked! I have 2fa and authenticator set and password is also saved, the same stops working! This happens for more than a year and half now. Terrible app! Would not use if employer isn’t forcing me too!
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Worst financial app

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

!

Developer apps

User experience

🐞

Reported Bugs

3 issues

Blank screens and crashes

Bug

Inability to update contact information within the app

Bug

Incompatibility with latest iOS versions

Bug

Requested Features

4 requests

Historical performance tracking

Feature

Detailed transaction history

Feature

Customizable notifications and alerts

Feature

Portfolio analytics and reporting

Feature

FAQ

What does the Stock Plan app do?

The Stock Plan app is designed for stock plan participants serviced by Morgan Stanley. It allows you to view your stock plan account balance and activity, check vesting schedules, sell shares, and exercise options directly from your iOS device. It brings key functionality of the desktop platform to mobile.

What are the key features of the Stock Plan app?

Key features include logging in securely with Face ID or Touch ID, viewing interactive visualizations of your assets and transaction history, managing grant agreements, selling shares, exercising options, and certifying tax forms like W-9 or W-8BEN.

Is the Stock Plan app free to use?

Yes, the Stock Plan app is free to download and use. There are no in-app purchases or advertisements mentioned in the application description.

Who is eligible to use the Stock Plan app?

To access this app, you must be a stock plan participant with a share plan serviced by Morgan Stanley. You also need to have previously registered on atwork.morganstanley.com. This app is separate from the Morgan Stanley Wealth Management app for brokerage accounts.

What are common use cases for the Stock Plan app?

Common use cases include checking your stock plan balance and activity, monitoring when your awards will vest, selling shares when you choose to, and exercising your stock options. It's also used for managing grant documents and completing necessary tax certifications.