Equity Administration for Public Companies | Morgan Stanley at Work

Equity Administration for Public Companies | Morgan Stanley at Work For Employees For Employers Role Selection For Employees For Employers Region Americas United States Canada English Canada French Log In Employee Employer Log In Employee Employer Our Solutions Our workplace financial solutions deliver powerful tools, guidance and education to help your company and your employees thrive. Equity Solutions for Private Companies Equity Administration Liquidity 409A Valuation View More Solutions Equity Solutions for Public Companies Equity Administration Financial Reporting Global Intelligence View More Solutions Executive Services Equity Compensation Services Equity Award Analysis Specialized Solutions Retirement Deferred Compensation Financial Wellness Saving and Giving Charitable Giving Your Business We deliver financial benefit solutions tailored to the needs of your workplace—from startup to enterprise, venture capital to law firm. Private Company

Grow with confidence and build a culture of excellence with solutions tailored to private companies.

Small Business Startup Enterprise Public Company

Find the right financial benefit solution—one that fits your company’s needs and builds the confidence of every employee.

Public Company Strategic Partner

Discover equity solutions that adapt to the diverse needs of your clients or portfolio companies.

Investor Other Partners Why Us Explore our story, meet the people behind our solutions and discover what sets Morgan Stanley at Work apart. Our Advantage

Learn how our offering can help your company and employees thrive at each stage of the financial journey.

Advantages for Your Company Advantages for Your Employees About Us

Meet our team, learn what drives us and discover the power of Morgan Stanley.

Our Story Our People The Power of Morgan Stanley Thrive

Learn more about our Thrive conference. Explore regional forums, and access insights from previous events.

Thrive 2026 Insights Insights Discover ideas, tips and best practices to evolve your workplace and your benefits. View All Insights Trending Topics Financial Wellness Explore strategies for developing a more financially confident workforce, to help your employees at any stage of their financial journey. View topic Equity Compensation Discover fresh ideas and unique perspectives on liquidity and equity compensation strategies to help motivate your employees and fuel your company’s next stage. View topic Diversity & Inclusion A diverse workforce has diverse needs—learn how to support your employees across a variety of backgrounds. View topic Invested at Work Podcast Our podcast tackles the complex world of workplace financial benefits to help companies empower their employees. Listen in. View topic Latest Insights State of the Workplace 2025 With SHRM’s Johnny C. Taylor, Jr. Equity Compensation Client Spotlight: MongoDB: Automating Equity Tax Calculations Market Trends State of the Workplace 2026 Financial Benefits Study View All Insights Get In Touch CLEAR EQUITY SOLUTIONS PUBLIC COMPANIES Equity Plan Administration Streamline your equity plan administration with our next-generation technology, so you can get trusted data and real-time reporting. Harness Data to Simplify Plan Management

As equity plans grow more complex, our solution helps brings everything together so plan administrators can keep pace, engage effectively and optimize how they manage plans.

Run reports with real-time information, including data migrated via API from HRIS systems. Intuitive drag-and-drop functionality makes it easy. Plus, use the “sandbox” test site to model new grants, budget expenses and compare forecasting scenarios quickly, simply and safely.

Purpose-Built for Easy Integration and Modern Workflows

Harness the power of our technology and support to help your equity administrative teams make well-informed decisions at every turn.

Streamlined Integration Our API automates data imports from a wide range of third-party systems to help you get up and running with minimal downtime or manual entry. Easier Collaboration Streamline plan management and remove inefficient processes by giving your departments access to real-time data. Built for a Global Workforce Our customized tax tables help you stay informed about tax rates across jurisdictions, languages and time zones to help you understand where and when to withhold. Let’s Start the Conversation

Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

If you are an employee looking for help with your account, visit support.

Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Invested at Work Season Two Behind the Bell: Insights on Private Companies and Founders With Carta’s Henry Ward Employee Engagement Maximizing Workplace Benefits in a Changing World Financial Education 3 Tips to Improve an Equity Participant Education Strategy

Disclosure:

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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