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CHAPTER 1

Get Started

To view the cash or place a transaction in your limited brokerage account, you must first link your accounts by enrolling in Morgan Stanley Online.

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.

Steps to Link Your Account

Step 1:

Login to www.stockplanconnect.com to go to the Overview page. You will need to enter your User Name and Password to login.

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

Step 2:

Click on the account number link under the Morgan Stanley Wealth Management Accounts heading at the bottom of the Overview page.

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

Note: If you do not have a Morgan Stanley brokerage account or you are a non-US participant, you may see the following screen instead of an account number. Non-US participants are not able to use the online process. Contact the Service Center for assistance.

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

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.

CHAPTER 3

Complete Online Registration and Confirm


 

Step 7: Complete your Online Account Profile. You will need to respond to the following:

  1. Verify your email address.
  2. Check the box if you would like emails from Morgan Stanley.
  3. Click the “No” check box under Professional Subscriber.
  4. Click on the Terms and Conditions hyperlink and read the document.
  5. Certify your agreement by selecting the check box.
  6. Click on the “Register” button.

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

Step 8: View a confirmation of your enrollment in Morgan Stanley Online. Your enrollment is complete. To exit registration and continue your online session, simply click the “Go to Account Summary” button.

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

CHAPTER 4

After You've Enrolled in Morgan Stanley Online


 

To go to StockPlan Connect (SPC) after enrolling in Morgan Stanley Online:

Step 1:

Select the “Information” button located beneath the “Log Out” button.

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

Step 2:

Under Other Sites, click the StockPlan Connect link. You will be directed to your linked account on StockPlan Connect.

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

To toggle back to Morgan Stanley Online from StockPlan Connect:

Click your brokerage number that appears under the Morgan Stanley Wealth Management Accounts section of the Overview page.

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

For assistance, please call the Morgan Stanley Service Center at 866-722-7310 (US participants) or +1 801-617-7434 (non-US participants).

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Morgan Stanley Global Service Centers

800-367-4777

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