Your statement(s) will be sent to the address on file on your stock plan account at Morgan Stanley.
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
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
Toll Number +1 801-617-7700
- Asia Pacific
Toll Number + 61-3-9188-2093
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.