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Employee Support | Morgan Stanley at Work - AI智能索引
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Employee Support | Morgan Stanley at Work

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Employee Support | Morgan Stanley at Work For Employees For Employers Role Selection For Employees For Employers Support Log In Employee Employers Log In Employee Employers Workplace Benefits Learn how to make the most of your benefits. Equity Compensation

Put your stock plan awards to work to help reach your financial goals.

Retirement

Plan for your retirement journey and explore resources to help secure a financially sound future.

Deferred Compensation

Access personalized guidance on how NQDC plans can help fund major life events.

Executive Services

Make the most of your awards with a trusted team by your side.

Learning Center Learning Center Overview Our in-depth education breaks down complex ideas and helps you build financial knowledge and confidence. Explore More SELECTED TOPICS Manage Equity Compensation Understand how stock options work and learn how to make the most of your equity compensation. View topic Prepare for Retirement Learn how to start saving early, build your financial roadmap and take advantage of your employer-sponsored plan to create the future you want. View topic Navigating Change Find out how transitions—yours and your company’s—may impact your equity awards and other workplace benefits. View topic Tax Resources Find tax-related insights, exclusive events, how to access your tax forms and more. View topic What's Trending? Manage Equity Compensation Equity Compensation and Your Financial Plan: Where To Start Getting Started You Work Hard, Make Your 401(k) Plan Work Harder Explore More Explore More Discover what's beyond your workplace benefits and take full advantage of the power of Morgan Stanley. Financial Advice

Plan, invest and prepare for the future with help from our experienced 
Financial Advisors.

Trading & Investment Accounts

Take advantage of self-directed trading and investment accounts.

Banking

Enjoy modern banking powered by Morgan Stanley Private Bank.

Perks

Explore curated offers and discounts on popular brands in wellness, travel, apparel, gifts and more.

CLEAR Employee Support For support and assistance with your account, please select the appropriate benefit and platform below.
If you’re a plan administrator, please contact your Relationship Manager.

Stock Plan Accounts Shareworks E*TRADE Morgan Stanley at Work (formerly StockPlan Connect) Financial Wellness Financial Wellness Check the background of our Firm and investment professionals on FINRA's BrokerCheck.

 

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participants may be different than those available to US participants.

 

This material is provided for informational purposes only and does not

provide individually tailored investment or financial advice. It has been

prepared without regard to the individual financial circumstances and

objectives of persons who receive it. Information and data contained herein is

from multiple sources considered to be reliable and Morgan Stanley Smith Barney

LLC ("Morgan Stanley") makes no representation as to the accuracy or

completeness of the information or data from sources outside of Morgan Stanley.

Past performance is not indicative or a guarantee of future results.

 

Morgan Stanley offers a wide array of brokerage and advisory services to its clients,

each of which may create a different type of relationship with different obligations

to you. Please consult with A Morgan Stanley Financial Advisor to understand

these differences or visit our web site at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf or contact us at 866-866-7426.

 

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.

 

 

When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley

Financial Advisors and Private Wealth Advisors (collectively, "Morgan

Stanley") provide "investment advice" regarding a retirement or

welfare benefit plan account, an individual retirement account or a Coverdell

education savings account ("Retirement Account"), Morgan Stanley is a

"fiduciary" as those terms are defined under the Employee Retirement

Income Security Act of 1974, as amended ("ERISA"), and/or the

Internal Revenue Code of 1986 (the "Code"), as applicable. When Morgan

Stanley provides investment education, takes orders on an unsolicited basis or

otherwise does not provide "investment advice", Morgan Stanley will

not be considered a "fiduciary" under ERISA and/or the Code. For more

information regarding Morgan Stanley's role with respect to a Retirement

Account, please visit http://www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to

change. Morgan Stanley does not provide tax or legal advice. Individuals are

encouraged to consult their tax and legal advisors (a) before establishing a

Retirement Account, and (b) regarding any potential tax, ERISA and related

consequences of any investments or other transactions made with respect to a

Retirement Account.

 

Morgan Stanley Smith Barney LLC is not implying an affiliation,

sponsorship, endorsement with/of the third party or that any monitoring is

being done by Morgan Stanley Smith Barney LLC ("Morgan Stanley") of

any information contained within the website. Morgan Stanley is not responsible

for the information contained on the third-party website or the use of or

inability to use such site. Nor do we guarantee their accuracy or completeness.

 

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.

 

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