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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.

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Morgan Stanley Global Service Centers

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