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Let Our Expertise Guide You

Let Our Experience Guide You

In realizing the full benefit of your equity compensation, one thing is certain: the right information, at the right time, can make all the difference. Here you’ll find a wealth of knowledge, customized to your needs, to aid in your discovery.

Where To Begin?

Getting Started with Your Stock Plan Account

With over 40 years of experience in equity compensation, Morgan Stanley is not only prepared but also proud to be your stock plan service provider. Here you will find information about the services and tools available to you, including detailed educational material to help you set up, manage, and navigate your StockPlan Connect account.

Managing Your Equity Awards

Whether you are new to equity compensation, need a reminder of how to manage your existing shares online, or you are planning to sell your shares, the resources available on this page will help you make the most out of your equity compensation plans.

Managing Your Wealth

As significant as they are, your stock awards are only one part of a much larger financial picture. As the complexity of your circumstances grows, it can become difficult to combine all of the elements into a cohesive wealth plan that supports the goals you have set for yourself and your family. This section provides articles and reports to help you understand the key questions and make more informed decisions. It also contains information on working with a Morgan Stanley Financial Advisor, a professional who can help you and your family create and implement customized solutions that help build, preserve, and manage wealth.

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