How Does It All Work?
Morgan Stanley at Work has created an easy and comprehensive stock plan account online experience where you can discover how your equity awards work with your linked E*TRADE brokerage account.
Your Morgan Stanley at Work Experience
Your Morgan Stanley at Work stock plan account and linked E*TRADE brokerage account work together to create a powerful combination. Together, they enable your stock plan experience to connect equity awards, investing, and education all in one place-so you can better understand your awards and manage your financial life with confidence and ease.
Stock Plans
Much more than you think
Your stock plan benefits can play a key role in helping you on your journey to financial well-being. Watch the video above to learn more.
Equity Awards 101
Empower yourself to make more confident financial decisions and explore how your equity awards can help you achieve your financial goals by visiting the Morgan Stanley at Work Learning Center.
What Is a Restricted Stock Unit (RSU)?
Many employers reward employees by granting RSUs, giving them a financial interest in company performance. How do RSUs work?
What Is an Incentive Stock Option?
Understand the preferential tax treatment when these stock options are exercised.
What Is a Non-Qualified Stock Option?
Learn more about the most common stock option that does not qualify for special favorable tax treatment under the U.S. Internal Revenue Code.
How Is Equity Taxed?
Discover tax-efficient strategies to help make informed decisions when it comes to equity benefits.
Robust Education and Content
In-depth education on equity compensation and more to break down a wide range of complex topics and help you build financial knowledge and confidence.
Discover What’s Beyond Your Benefits
We give you access to the full power of Morgan Stanley and E*TRADE from Morgan Stanley, to help take your financial future further.
Trading and Investment Accounts
Open the door to opportunity by taking advantage of self-directed trading and investment accounts.
Banking
Enjoy modern banking and competitive rates powered by Morgan Stanley Private Bank National Association, Member FDIC.
Financial Advice
Our experienced Financial Advisors can help you plan, invest and prepare for your future.
Get Connected
Download the E*TRADE mobile app to manage your stock plan benefits anytime, anywhere.
Contact Us
Need help with your stock plan account? Contact our support team, Monday to Friday (ET) at 877-380-7793 from 8:00 a.m. to 8:00 p.m.
Disclosures
Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC.
App Store is a service mark of Apple Inc. Android and Google Play are trademarks of Google Inc.
Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work.
Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley.
Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable.
In connection with stock plan solutions offered by Morgan Stanley at Work, securities products and services are offered by MSSB,
Member SIPC.
E*TRADE from Morgan Stanley is a registered trademark of MSSB.
All entities are separate but affiliated subsidiaries of Morgan Stanley.
The laws, regulations, and rulings addressed by the products, services, and publications offered by Morgan Stanley and its affiliates are subject to various interpretations and frequent change. Morgan Stanley and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. Morgan Stanley and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.
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