We are continuing to improve and enhance StockPlan Connect, based on feedback from you. This page provides an overview of all the latest enhancements. Going forward, you will also see an archive of updates, so you can keep current on how the site is evolving!
January 2016: The Tax Resources Center is Here!
For more information about the Tax Resources now available on StockPlan Connect, click here.
December 2015 StockPlan Connect Updates
Overnight proceeds tracking now available
If you select “Send me a check via overnight delivery” when deciding how you would like your proceeds delivered, you will now be able to view the FedEx tracking number associated with your check.
Your check will be mailed via FedEx four days after you place the order, to account for a three-day settlement period. On the fourth day, an Alert will be posted to your StockPlan Connect account notifying you that your check is in the mail. Go to the “Activity” tab and click on the order in the “Completed” section to view the details of the order and your check’s tracking number.
A streamlined and intuitive pre-login page
We have updated the look of and language on the pre-login page to help make the user experience more intuitive. Changes include:
- New banners within the rotating carousel that take you to the Knowledge Center and OneView landing page in just one click
- Revised text in the “Login to Your Account” box and within the “Request a Registration Email” process
Validate your phone number upon logging in
When you log into StockPlan Connect (SPC) for the first time after Friday, December 11, 2015, we will prompt you to update and/or validate your phone number. You can do so within the “Overview” section of your Profile.
Ensuring that we have your most current contact information on file helps us to:
- Respond inquiries more quickly
- Confirm account instructions
- Safeguard account information
November 2015: make sure your browser is up-to-date
Due to Microsoft’s recent decision to discontinue support for legacy versions of Internet Explorer, Morgan Stanley will no longer support browsers older than Internet Explorer 11 on StockPlan Connect beginning in January 2016.
For the optimum experience on both StockPlan Connect and the Knowledge Center, please use Internet Explorer 11 and above or any of the following web browsers and versions:
Quicker and Easier Online Grant/Award Acceptance
If your company’s plan has tacit or tacit with reporting grant/award acceptance, you are no longer required to open the documents and check the box to indicate your review in order to mark the grant/award as “Reviewed.”
Look for next month’s updates coming soon!
- CRC 1380438 01/2016
- CRC 1361433 12/2015
- CRC 1233842 07/2015