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eDelivery of Stock Plan Account Documents

Morgan Stanley’s eDelivery service for stock plan participants enables you to view your statements, trade confirmations, and tax documents online.

With eDelivery, you get a service that is:

  • Faster: Morgan Stanley will send you an email as soon as your documents are ready for viewing on StockPlan Connect.
  • Safer: You receive all eDelivery notifications via secure email, and documents are posted to your password-protected stock plan account. Confidential information does not pass through the mail or sit in open mailboxes.
  • Easier: Documents are always available on StockPlan Connect for viewing, downloading, and printing from wherever you may be.

Activation of eDelivery is Fast and Easy

Begin by going to your account on StockPlan Connect.

  • Step 1: Choose the “Profile” link in the top left toolbar.
  • Step 2: Select “eDelivery” from the drop-down list.
  • Step 3: Confirm your email address. If you choose eDelivery, Morgan Stanley will send email notifications to your company or personal email address.
  • Step 4: Set your preferences. Specify which stock plan documents you want to receive electronically. Morgan Stanley will send an email when documents are posted to StockPlan Connect for your viewing.
  • Step 5: Save your preferences. Click the Save button to submit your document preferences. You will receive an email to your company or personal email address as confirmation.

Note: Keep in mind you have the flexibility to change your preferences, to resume paper mailings, or view your documents at any time simply by going to StockPlan Connect.

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