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Using Morgan Stanley's Interactive Voice Response System

  • You may continue in English (default) or select Spanish
  • Enter your Social Security (SSN) or Global ID Number (GID)
  • Enter your Personal Identification Number (PIN)

Accessing Your Stock Option Account

Press 1 to Exercise Stock Options
  • Market Sell Order
  • Limit Sell Order
  • Other Option Exercises
Press 2 to Review Grants and Transaction History
Press 4 to Request Quarterly Exercise Activity Summary
Press 5 to Customize your PIN
Press 6 to Check IRS W-8BEN/W-9 Status
Press 7 to Hear Stock Quote
Press 8 to Return to the Options, Purchase Plan or Restricted Stock Plan Choice Menu (if applicable)
Press 9 to Return to the Corporation Number Selection Menu (if applicable)
Press 0 to Speak to a Service Professional
Press * to Repeat this Menu

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Accessing Your Restricted Stock Account

Press 1 to Sell Stock Acquired through a Release (if shares are available)
Press 2 to Hear a Detailed List of Your Awards
Press 3 to Review Most Recent Transactions
  • Review your last three transactions and share balance
Press 4 to Request Transaction History
  • Summary mailed showing your post-release transaction history
Press 5 to Customize Your PIN
Press 6 to Check IRS W-8BEN/W-9 Status
Press 7 to Hear Stock Quote
Press 8 to Return to the Options, Purchase Plan or Restricted Stock Plan Choice Menu (if applicable)
Press 9 to Return to the Corporate Number Selection Menu (if applicable)
Press 0 to Speak to a Service Professional
Press * to Repeat this Menu

Accessing Your Employee Stock Purchase Plan Account

Press 1 to Sell Shares at Market Price
  • Shares sold at current market price
Press 2 to Sell Shares at Limit Price
  • Shares sold when limit price is reached
  • Change or cancel a limit order
Press 3 to Review Most Recent Transactions
  • Review your last three transactions and share balance
Press 4 to Request Transaction History
  • Summary mailed showing your post-release transaction history
Press 5 to Customize Your PIN
Press 6 to Check IRS W-8BEN/W-9 Status
Press 7 to Hear Stock Quote
Press 8 to Return to the Options, Purchase Plan or Restricted Stock Plan Choice Menu (if applicable)
Press 9 to Return to the Corporate Number Selection Menu (if applicable)
Press 0 to Speak to a Service Professional
Press * to Repeat this Menu
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Morgan Stanley Global Service Centers

800-367-4777

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