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Chapter 2

Begin Online Registration

Step 4:

The Online Registration Page will vary depending on the authentication process necessary for you to enroll in Morgan Stanley Online. There are two possible processes detailed in steps 4A and 4B. Only one will apply to you.

Step 4a: If your credit information is available to Morgan Stanley, you will be asked to answer credit-based questions. Answer the questions and click “Continue.” If you answer the questions correctly, you will be taken directly to Step 6.

Note: If you are a non-US participant, you must call the Service Center to link your accounts. You will not be able to use the online process.

Hypothetical example. All screen shots are for illustrative purposes only.

Step 4b: If credit information is not available to Morgan Stanley, you will need to register using a One-Time Registration Code. Select the delivery method to receive a Registration Code. You can choose:

  • Text or
  • Call

Click on the “Get Registration Code” button. The code will be sent via the method you selected.

Hypothetical example. All screen shots are for illustrative purposes only.

Step 5:

Retrieve your Registration Code and enter it into the field. Click the “Continue” button.

Hypothetical example. All screen shots are for illustrative purposes only.

Step 6:

Enter the password you use for the stock plan website (StockPlan Connect). Click the “Continue” button.

Hypothetical example. All screen shots are for illustrative purposes only.

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