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About Us

A new, streamlined stock plan website to help you manage your equity awards with ease?

Leading executive services that enable officers, directors, and affiliates to gain flexible access to their wealth?

A 78-year tradition of guiding individuals on the road to reach their financial goals?

We’ve got all that, and more.

Morgan Stanley offers a powerful combination of Global Stock Plan Services, Executive Financial Services, and Wealth Management support, all designed to benefit you. We help nearly 1.5 million individuals worldwide realize the value of their equity compensation every day, while never losing sight of your personal investment objectives and financial needs. To ensure you receive the exceptional Morgan Stanley experience, we provide you access to user-friendly tools, boundless educational resources, and best-in-class Wealth Management support, including:

  • StockPlan Connect, an intuitive, multi-lingual, multi-currency participant portal that allows you to track and manage your stock plans in real-time, even when you’re on the go
  • Knowledgeable Service Professionals to answer your questions around the globe, with Service Centers in Australia, Europe, and North America
  • Dedicated support for the Financial Advisors who service corporate officers, directors, and affiliates, from the specialized professionals of the Executive Financial Services group
  • Experienced Financial Advisors, backed by 75 years of Morgan Stanley success, to assist you in defining and reaching your financial goals, offering you more flexibility, more capability, and more insight than you are likely to find anywhere else

The Knowledge Center represents the latest addition to Morgan Stanley’s ever-expanding list of resources, which are meant to inform and empower you as you manage your equity awards and your wealth. Here you will find user guides to facilitate your experience with StockPlan Connect, education on the various aspects of equity compensation, and informative articles to bolster your financial literacy.

CRC1135364 04/15


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