Morgan Stanley at Work

Get To Know Your Equity Awards

Morgan Stanley at Work is your primary resource for managing your equity awards. We’re here to help you understand how your awards work and make the most of your stock plan benefits.

How Does It Work?

Morgan Stanley at Work has created a streamlined and comprehensive online experience where you can discover how your equity awards work and their valuable benefits.

 

 

Equity Awards 101

Empower yourself to make more confident financial decisions and explore how your equity awards can help you achieve your goals by visiting the Morgan Stanley at Work Learning Center. You may have one or more of the equity award types listed below in your Morgan Stanley at Work stock plan account.

RESTRICTED STOCK UNIT
What Is a Restricted Stock Unit?
Many employers reward employees by granting RSUs, giving them a financial interest in company performance. How do RSUs work?
INCENTIVE STOCK OPTION
What Is an Incentive Stock Option?
Understand the preferential tax treatment and information when these stock options are exercised.
NON-QUALIFIED STOCK OPTION
What Is a Non-Qualified Stock Option?
Learn more about the five characteristics such as federal, state and local taxes you need to be aware of.
EMPLOYEE STOCK PURCHASE PLAN
What Is an Employee Stock Purchase Plan?
Participating in an ESPP means you can purchase shares of company stock at a discount.
TAX RESOURCE CENTER
How Is Equity Taxed?
Discover tax-efficient strategies to help make informed decisions when it comes to equity benefits.
BUILD FINANCIAL KNOWLEDGE
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.

Visit Our Stock Plan Resource Center

Get 24/7 access to your stock plan account by downloading the Morgan Stanley at Work mobile app. Have questions or need additional support? We're only a phone call away.

Linked Brokerage Account
A linked brokerage account receives cash proceeds if and when you sell your stock plan shares. This account can be used to invest for the 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 800-838-0908 from 8:00 a.m. to 8:00 p.m.

Your Equity Awards: A Valuable Benefit

In addition to helping you manage your stock plan account, Morgan Stanley at Work provides you with valuable benefits to help you make the most of your equity awards.

Comprehensive Financial Insights

Educational insights from a Morgan Stanley Financial Advisor on your equity compensation, including our proprietary Equity Award Analysis.

Complimentary Benefits

Complimentary perks that give you curated offers and discounts on popular brands in wellness, travel, apparel, gifts and more.

Monthly Webinars

Our Webinar Wednesday series covers a variety of financial topics, including: Investing 101, Building Strong Financial Strategies for the Black Community and Financial Planning for Retirement.