Not all products and services are available in all jurisdictions.
The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC.
Initial public offerings (IPOs) and secondary offering suitability requirements apply. There is no guarantee of receiving IPO shares. Please be advised that public offerings are not suitable for all investors. IPOs are highly volatile and risky and should not be considered by investors with conservative investment objectives or low tolerance for risk.
The presentation is for educational purposes only and is not an individualized recommendation. 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 therein, or to open a particular account or engage in any specific investment strategy by E*TRADE from Morgan Stanley.
Securities products and advisory services offered by Morgan Stanley Smith Barney Broker Dealer, Member SIPC.
System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, and system performance.
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.
© 2025 Morgan Stanley. All rights reserved.
CRC#4767676 (09/2025)
