1 Represents number of countries we serve participants in as of 08/2022
2 Represents the 3100+ stock plan clients we serve globally as of 08/2022 and includes both Shareworks and E*TRADE Corporate Services clients.
3 Stock Plan Participants represents reported participants as of 1Q 2023 with vested or unvested assets. Individuals with accounts in multiple plans are counted as participants in each plan.
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Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.
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CRC 5631936 4/2023