# Stock Plan — Morgan Stanley at Work > Mobile stock plan management for Morgan Stanley at Work participants. (iPhone/iPad app by Morgan Stanley.) - Source: https://appshunter.io/ios/app/stock-plan/id1354023603 (this page in markdown: same URL + `.md`) - Developer: [Morgan Stanley](https://appshunter.io/developer/387241940) - Category: Finance, Business - Price: Free - Rating: 4.50/5 from 7,718 App Store ratings · 186 written reviews indexed - Age rating: 4+ - Requires: iOS 15.6 · 41 MB - Languages: American English, Czech, Dutch, Finnish, French (France), German (Germany), Italian, Japanese, Korean, Malay and 7 more - Released: 2019-02-16 - Data updated: 2026-08-27 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/stock-plan/id1354023603/reviews.md ## What is 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 ## Key features - 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 ## What do users think of Stock Plan? Overall sentiment: negative **Pros** - 🚀 Fast and easy to use - 👍 Intuitive dashboard - 🔒 Secure login with Face ID **Cons** - 🐛 Frequent login issues - 🔄 Endless redirect loop between app and website - 🤔 Lack of basic functionality (e.g. sell to cover, exercise options) - 📞 Poor customer service and support **Commonly reported bugs** - Blank screens and crashes - Inability to update contact information within the app - Incompatibility with latest iOS versions **Most requested features** - Historical performance tracking - Detailed transaction history - Customizable notifications and alerts - Portfolio analytics and reporting ## Recent user reviews (10 of 186) All indexed reviews: https://appshunter.io/ios/app/stock-plan/id1354023603/reviews.md ### 3/5 — Decent app. Could use some improvements. *2026-04-16, version 4.0.0* 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. ### 1/5 — unable to connect to server *2026-02-28, version 3.16.1* simply doesn’t work ### 1/5 — App always Locks me out! *2026-02-03, version 3.16.1* 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! ### 1/5 — Worst financial app *2025-08-29, version 3.14.0* 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. ### 2/5 — Why not enable face recognition logging *2025-08-20, version 3.14.0* ! ### 2/5 — Kinda works *2025-08-08, version 3.14.0* 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. ### 1/5 — Very useless app. Forgot testing basic flows? Also, too shy to receive complaint email? *2025-05-20, version 3.13.0* It keeps preventing me adding bank account, saying that I don't have phone number associated. Clearly I have it. And I also modified it and added more numbers in case they could be happier, but sadly the system is consistently useless. How to reach out to you to report all these issues? Why every time would require people to call? Very wasting time, and adding more uselessness. ### 1/5 — Cannot login *2025-05-07, version 3.13.0* Tried installing the app 2 times. Keep saying cannot connect to server. ### 1/5 — Sign in doesn’t work *2025-04-29, version 3.13.0* SignIn doesn’t work ### 1/5 — I can’t believe you don’t have an India customer care number or worse even a chat based service *2025-04-07, version 3.13.0* Stock plan connect offers the absolute worst in global , Jamie dimon needs to wake up and provide basics, every time some stupid policy changes and the app gets locked I have to make am international call during USA east am hours to get support, heard of WhatsApp, Chat, or global support Morgan Stanley ?? ## Frequently asked questions about Stock Plan ### 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. ## Version history (last 5 releases) ### 4.1.0 — 2026-08-26 Miscellaneous improvements and bug fixes ### 4.0.1 — 2026-04-23 Miscellaneous improvements and bug fixes ### 4.0.0 — 2026-04-07 Miscellaneous improvements and bug fixes ### 3.16.2 — 2026-03-09 Miscellaneous improvements and bug fixes. ### 3.16.1 — 2025-11-11 Miscellaneous improvements and bug fixes ## Apps similar to Stock Plan | App | Rating | Price | Category | | --- | --- | --- | --- | | [Stock Master: Investing Stocks](https://appshunter.io/ios/app/stock-master-investing-stocks/id591644846) | 4.6 (72,767) | Free | Finance | | [Investing.com: Stock Market](https://appshunter.io/ios/app/investingcom-stock-market/id909998122) | 4.7 (37,643) | Free | Finance | | [Best Brokers Stock Market Game](https://appshunter.io/ios/app/best-brokers-stock-market-game/id454862619) | 4.6 (13,918) | Free | Finance | | [Stocks Live + Dividend Tracker](https://appshunter.io/ios/app/stocks-live-plus-dividend-tracker/id473206441) | 4.6 (1,006) | $9.99 | Finance | | [Stocks Tracker:Real-time stock](https://appshunter.io/ios/app/stocks-trackerreal-time-stock/id517166254) | 4.5 (54,981) | Free | Finance | | [Webull: Investing & Trading](https://appshunter.io/ios/app/webull-investing-and-trading/id1179213067) | 4.7 (340,026) | Free | Finance | ## More apps by Morgan Stanley - [Morgan Stanley Matrix](https://appshunter.io/ios/app/morgan-stanley-matrix/id501786735) - [Morgan Stanley Wealth Mgmt](https://appshunter.io/ios/app/morgan-stanley-wealth-mgmt/id811512122) - [Morgan Stanley Wealth – Tablet](https://appshunter.io/ios/app/morgan-stanley-wealth-tablet/id933306841) - [Shareworks](https://appshunter.io/ios/app/shareworks/id1098307422) - [Global Stock & Reward Services](https://appshunter.io/ios/app/global-stock-and-reward-services/id1402157287) All apps by Morgan Stanley: https://appshunter.io/developer/387241940 ## Related topics [morgan stanley at work](https://appshunter.io/ios/topics/morgan-stanley-at-work) · [morgan stanley stock plan connect](https://appshunter.io/ios/topics/morgan-stanley-stock-plan-connect) · [atwork morgan stanley](https://appshunter.io/ios/topics/atwork-morgan-stanley) · [morgan stanley stock plan](https://appshunter.io/ios/topics/morgan-stanley-stock-plan) · [morgan stanley mobile app](https://appshunter.io/ios/topics/morgan-stanley-mobile-app) · [siki holding corp](https://appshunter.io/ios/topics/siki-holding-corp) · [morgan stanley](https://appshunter.io/ios/topics/morgan-stanley) · [morgan stanley shareworks](https://appshunter.io/ios/topics/morgan-stanley-shareworks) · [morgan stanley wealth mgmt](https://appshunter.io/ios/topics/morgan-stanley-wealth-mgmt) · [morgan stanley events](https://appshunter.io/ios/topics/morgan-stanley-events) · [stock perks app](https://appshunter.io/ios/topics/stock-perks-app) · [morgan stanley online](https://appshunter.io/ios/topics/morgan-stanley-online) · [jp morgan workplace solutions](https://appshunter.io/ios/topics/jp-morgan-workplace-solutions) · [morgan e trade](https://appshunter.io/ios/topics/morgan-e-trade) · [egm sec](https://appshunter.io/ios/topics/egm-sec) · [ewms stock check](https://appshunter.io/ios/topics/ewms-stock-check) · [aaa southeast equities](https://appshunter.io/ios/topics/aaa-southeast-equities) · [odysee holdings](https://appshunter.io/ios/topics/odysee-holdings) · [firm by fabindia](https://appshunter.io/ios/topics/firm-by-fabindia) · [stock exchange bank woodward](https://appshunter.io/ios/topics/stock-exchange-bank-woodward) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-27.*