How Does It Work?
Morgan Stanley at Work has created a streamlined and comprehensive online experience where you can discover how your equity awards work and their valuable benefits.
Get To Know Your Equity Awards
Morgan Stanley at Work is your primary resource for managing your equity awards. We’re here to help you understand how your awards work and make the most of your stock plan benefits.
Equity Awards 101
Empower yourself to make more confident financial decisions and explore how your equity awards can help you achieve your goals by visiting the Morgan Stanley at Work Learning Center. You may have one or more of the equity award types listed below in your Morgan Stanley at Work stock plan account.
What Is a Restricted Stock Unit?
Many employers reward employees by granting RSUs, giving them a financial interest in company performance. How do RSUs work?
What Is an Incentive Stock Option?
Understand the preferential tax treatment and information when these stock options are exercised.
What Is a Non-Qualified Stock Option?
Learn more about the five characteristics such as federal, state and local taxes you need to be aware of.
What Is an Employee Stock Purchase Plan?
Participating in an ESPP means you can purchase shares of company stock at a discount.
How Is Equity Taxed?
Discover tax-efficient strategies to help make informed decisions when it comes to equity benefits.
Robust Education and Content
In-depth education on equity compensation and more to break down a wide range of complex topics and help you build financial knowledge and confidence.
Visit Our Stock Plan Resource Center
Get 24/7 access to your stock plan account by downloading the Morgan Stanley at Work mobile app. Have questions or need additional support? We're only a phone call away.
Linked Brokerage Account
A linked brokerage account receives cash proceeds if and when you sell your stock plan shares. This account can be used to invest for the future.
Get Connected
Download the E*TRADE mobile app to manage your stock plan benefits anytime, anywhere.
Contact Us
Need help with your stock plan account? Contact our support team, Monday to Friday (ET) at 800-838-0908 from 8:00 a.m. to 8:00 p.m.
Your Equity Awards: A Valuable Benefit
In addition to helping you manage your stock plan account, Morgan Stanley at Work provides you with valuable benefits to help you make the most of your equity awards.
Comprehensive Financial Insights
Educational insights from a Morgan Stanley Financial Advisor on your equity compensation, including our proprietary Equity Award Analysis.
Complimentary Benefits
Complimentary perks that give you curated offers and discounts on popular brands in wellness, travel, apparel, gifts and more.
Monthly Webinars
Our Webinar Wednesday series covers a variety of financial topics, including: Investing 101, Building Strong Financial Strategies for the Black Community and Financial Planning for Retirement.
Disclosures
Check the background of Morgan Stanley Smith Barney LLC on FINRA's BrokerCheck(opens in a new tab) and see the Morgan Stanley Smith Barney LLC Relationship Summary(opens in a new tab).
This is not an offer to sell or a solicitation of an offer to buy securities, products or services by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. The products and services described herein are not marketed to residents outside of the United States and may not be available to persons or entities in foreign jurisdictions where prohibited.
Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.
Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley. Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.
E*TRADE from Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.
In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by Morgan Stanley Smith Barney, Member SIPC(opens in a new tab).
E*TRADE from Morgan Stanley is a registered trademark of Morgan Stanley Smith Barney.
All entities are separate but affiliated subsidiaries of Morgan Stanley.
Content and services available to non-US participants may be different than those available to US participants. The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.
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