Stock Plan vs Codex IPO

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

Know when the companies you follow are preparing to go public. Codex IPO helps you build a focused IPO watchlist, follow estimated and confirmed listing dates, and see upcoming events on a clear visual timeline. HOW IT WORKS • Search by company name or ticker • Review IPO information before adding a company • Track expected dates, status changes, and confidence levels • Choose how many days in advance you want to be notified • Browse upcoming activity by day, week, or month FEATURES • Personal IPO watchlist • Timeline and calendar views • Estimated and confirmed IPO dates • Configurable local notifications • Company status history • List and tile layouts • Filtering and grouped watchlists • Optional AI-assisted company matching with OpenAI or Anthropic The free version supports up to two active pre-IPO companies. Lifetime Pro unlocks an unlimited watchlist with a single in-app purchase. A Finnhub API key is required for IPO data. AI-assisted matching is optional and requires your own OpenAI or Anthropic API key.