Morgan Stanley at Work Equity Solutions helps public and private companies manage equity compensation programs through stock plan administration technology, participant education, reporting and workplace financial benefits.
Equity Solutions for Public and Private Companies
Helping public and private companies manage equity compensation and support employees, executives and plan participants through scalable technology, dedicated service and a modern, connected workplace benefits experience.
Equity Administration Experience at Scale
Morgan Stanley at Work supports equity compensation programs across stages of growth, from private companies preparing for their next milestone to large public companies managing complex global plans. This scale reflects experience supporting varied plan designs, large participant populations and companies navigating IPO-related equity events.
9
of the top 10 US unicorns are customers1
~39%
of S&P 500 companies represented2
2,900+
combined public and private stock plan clients globally3
6.8MM+
stock plan participants served4
Stock Plan Administration That Grows with You
As equity programs grow and evolve, companies may face increasing complexity—from stock plan administration, data management, reporting and regulatory requirements to supporting employees and executives through important equity-related decisions. Morgan Stanley at Work helps companies navigate these challenges with scalable equity solutions, insights and dedicated support designed to strengthen plan management and the participant experience.
Private Companies
Help simplify equity and cap table management, support your people, and prepare for growth, liquidity events or the public markets.
Public Companies
Help simplify stock plan administration, support employees and executives, and manage complex reporting through a connected workplace benefits experience.
Let’s Start the Conversation
Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.
If you are an employee looking for help with your account, visit support.
Insights for a Modern Workplace
Get the latest thinking from our experienced thought leaders. Discover new trends and perspectives to motivate your employees and fuel your business.
A Connected, Modern Workplace Benefits Experience
Morgan Stanley at Work connects equity compensation, financial wellness, executive support, education, digital tools and guidance to deliver a modern workplace benefits experience. This connected approach is designed to reduce friction for employers and employees, making it easier to move from questions about equity and benefits to actionable next steps.
3 Tips to Improve an Equity Participant Education Strategy
Learn three tips to improve stock plan participant education, including how to plan out an educational content strategy and how to keep events engaging.
Boston Scientific: Meaningful Stock Plan Innovation
Discover how Boston Scientific leveraged the Morgan Stanley at Work Developer Platform to create an application programming interface (API) that automates data transfers between its equity administration platform and its human resources and payroll management system.
1. Represents the stock plan clients we serve globally as of 9/2026 and includes both Shareworks and E*TRADE Corporate Services clients. Source: Internal Database (Salesforce)
2. S&P 500 Companies Represented includes companies for which Morgan Stanley provides equity compensation solutions as of 8/2026.
3. Represents the active stock plan clients we serve globally as of 8/2026 and includes both Shareworks and E*TRADE Corporate Services clients.
4. Stock Plan Participants represents participants as of 8/2026 month-end with total accounts with vested or unvested assets. Individuals with accounts in multiple plans are counted as participants in each plan. Data collected by Analytics & Data team.
The material provided by E*TRADE Financial Corporate Services, Inc. or any of its direct or indirect subsidiaries (E*TRADE) or by a third party not affiliated with E*TRADE is for educational purposes only and is not an individualized recommendation. The information contained in the third-party material has not been endorsed or approved by E*TRADE, and E*TRADE is not responsible for the content. This information neither is, nor should be construed as, an offer or a solicitation of an offer, or a recommendation, to buy, sell, or hold any security, financial product, or instrument discussed herein, or to open a particular account or to engage in any specific investment strategy by E*TRADE.
This is not an offer to sell or a solicitation of an offer to buy securities, products or services, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.
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, Stock Plan 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.
Content and services available to non-US participants may be different than those available to US participants.
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