Shareworks by Morgan Stanley is proud to be your stock plan service provider. Here you will find information about the services and tools available to you, including detailed educational material to help you set up, manage, and navigate your StockPlan Connect account.
Whether you are new to equity compensation, need a reminder of how to manage your existing shares online, or you are planning to sell your shares, the resources available on this page will help you make the most out of your equity compensation plans.
As significant as they are, your stock awards are only one part of a much larger financial picture. As the complexity of your circumstances grows, it can become difficult to combine all of the elements into a cohesive wealth plan that supports the goals you have set for yourself and your family. This section provides articles and reports to help you understand the key questions and make more informed decisions. It also contains information on working with a Morgan Stanley Financial Advisor, a professional who can help you and your family create and implement customized solutions that help build, preserve, and manage wealth.