Stock Plan vs Bauer Heitzmann
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Stock Plan
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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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
Bauer Heitzmann
Consolidate financial data from various sources into a single view. Track account balances and monitor your investment performance with ease.
- Aggregate account information
- View current balances
- Track investment performance
- Multi-custodian support
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This Mobile App allows you to view aggregate account information from multiple custodians, current balances, and personal investment performance.
Screenshots
Verdict
The clearest difference is rating: Bauer Heitzmann at 5.0 against Stock Plan's 4.5. Stock Plan's advantage is ratings volume (7.7K vs 1) and update cadence (every 2 months vs every 6 months). On price, ads, in-app purchases and monetization model there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Bauer Heitzmann holds the better App Store score, 5.0 against 4.5. That said, the two scores are not equally well evidenced: Stock Plan has 7.7K ratings behind it against 1, so its average is the more settled of the two.
Stock Plan ships an update every 2 months, Bauer Heitzmann every 6 months. The most recent releases landed on October 13, 2026 and October 10, 2026 respectively.
| Parameter | Stock Plan | Bauer Heitzmann |
|---|---|---|
| Price | Free | Free |
| Rating | 4.5 (7.7K ratings) | 5.0 (1 ratings) — better |
| Positive reviews | 12.9% of reviews | — |
| Number of ratings | 7.7K — better | 1 |
| Update frequency | Every 2 months — better | Every 6 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPod | iPhone, iPad, iPod — better |
| Requires iOS | 15.6 | 15.6 |
| Further details — not scored | ||
| Size | 41 MB | 53 MB |
| Age rating | 4+ | 4+ |
| Developer | Morgan Stanley | Wealth Bauer Management, LLC |
Customer experience
Stock Plan
Bauer Heitzmann
Bugs and requests
Stock Plan
Reported bugs
3 issues- Blank screens and crashes
- Inability to update contact information within the app
- Incompatibility with latest iOS versions
Requested features
4 requests- Historical performance tracking
- Detailed transaction history
- Customizable notifications and alerts
- Portfolio analytics and reporting
Bauer Heitzmann
Not enough reviews yet to summarise bugs or requests.
In-app purchases
Stock Plan
No in-app purchases
Bauer Heitzmann
No in-app purchases
Questions
Is Stock Plan free?
Is Bauer Heitzmann free?
Which has better reviews, Stock Plan or Bauer Heitzmann?
Do Stock Plan or Bauer Heitzmann have ads?
Which is updated more often, Stock Plan or Bauer Heitzmann?
Other comparisons
