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CHAPTER 3

Three Ways to Obtain Your Statements

Via Mail

Your statement(s) will be sent to the address on file on your stock plan account at Morgan Stanley.

Via eDelivery

You must enroll in the eDelivery service on StockPlan Connect. To enroll, go to: Profile > eDelivery and select the documents that you would like posted to your account.

Via StockPlan Connect

Log into StockPlan Connect from the Overview Page, go to either:

Quarterly Stock Plan Summary:

Documents > Statements > Quarterly Stock Plan Summary or Year-End Option Exercise Summary

Or

Account Statement:

Documents > Tax Documents > Stock Purchase Activity Statement (Quarterly)

You can also select ‘All Types’ to see a comprehensive list of all your statements that are posted to the Document section of StockPlan Connect.

You may also create and print a “tax package” containing your statements from the “Documents you will need” tab within the Tax Resources Center. You can access the Tax Resources Center from the link in the global header or from within the “Help” section of StockPlan Connect.

We recommend you retain your statements for year-end tax purposes.

If you have any questions, contact us at:

  • North & South America
    Toll Free Number (within U.S.) +1 866-722-7310
    Toll Number (outside U.S.) +801-617-7435

  • Europe
    Toll Number +1 801-617-7700
  • Asia Pacific
    Toll Number + 61-3-9188-2093
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Morgan Stanley Global Service Centers

800-367-4777

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