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Equity Award Services | Morgan Stanley at Work

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Equity Award Services | 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 Retirement Defined Contribution Consulting Small Business Retirement Plans Fiduciary Investment Oversight Deferred Compensation Recordkeeping and Plan Design Portfolio Construction Wealth Management Services Financial Wellness Education Financial Guidance Perks Saving and Giving Charitable Giving Education Financing Executive Services Equity Compensation Services Equity Award Analysis Specialized Solutions 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 2025 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 2025 Financial Benefits Study View All Insights Get In Touch CLEAR EXECUTIVE SERVICES Equity Award Analysis Ensure your executives make the most of their equity awards with complimentary, one-on-one consultations.* Help Key Employees Achieve Their Financial Goals Equity awards are a recognition of your executives’ hard work. Let’s help put them to good use. Leveraging an innovative analysis platform, our team provides strategy and perspective to help your leaders maximize the impact of their equity.

62% of employees do not understand how to maximize the financial benefit from their equity awards.1

61% of employees do not understand how taxes impact their stock plan benefits.1

Equity Awards offer your employees a chance to share in your company's success... and they also can play a key role in helping your employees build their financial futures.

At Morgan Stanley at Work, we’re here to help your employees make the most of their equitycompensation...and create a plan to help them achieve their financial goals.

As part of the company’s stock plan, your employees have access to our exclusive Equity Award Analysis... to help them better understand the full value of their equity awards.

The Equity Award Analysis starts with a review of your employee's personal financial situation,needs and goals...along with education on their equity awards.

We'll then review their stock plan portfolio using our innovative, data-driven platform...and deliver a detailed, educational Equity Award Analysis report, personalized just for them.

The report covers:

•The impact changing market conditions may have on the value of their awards,

•Various sell and exercise scenarios, and

•Potential tax implications related to those scenarios.

The session concludes with a review of their report and a discussion of how the findings connect with their broader financial goals.

If your employees want to go further, they can work with a Morgan Stanley Financial Advisor to create a plan that helps them meet their goals.

Empower your employees to get the most out of their equity awards, by taking advantage of this unique opportunity today.

Executive Financial Planning Make the Most of Equity Compensation

From data-driven analysis to personalized plans to reach long-term goals – and everything in between – our dedicated Financial Advisors can help your leaders maximize their equity awards.

Share Consultations Fit to Your Executives' Needs Each Equity Awards Analysis consultation happens one-one-one with a Financial Advisor or Executive Relationship Manager, at no cost or obligation to you or your employees. Our approach is designed to educate participants and explain how equity awards relate to their long-term goals.

Education An informative review of your company’s corporate stock plan benefits and what they mean. Discovery Comprehensive discussions about an employee’s short- and long-term goals and their unique financial situation. Analysis A personalized analysis of an employee’s awards using our innovative equity analysis platform, followed by a guided report walkthrough. Consideration An assessment of the value of equity awards and the impact market fluctuations, sell and exercise scenarios, and taxation may have on that value. Applications A final review of the report and considerations, and how the findings connect to an employee’s broader financial goals. Planning Employees have the option to sit down with a Financial Advisor to create an in-depth plan on how to reach their financial goals. 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.

Inside an Equity Awards Analysis Report At the conclusion of a consultation, participants receive a comprehensive analysis report. These reports are made for each employee, reflect their unique financial situation and are a useful tool for discussion with other financial professionals.

Data-Driven Analysis Make complex concepts, like stock option taxation, clearer for participants and illustrate hypothetical scenarios in a way everyone can understand. Our platform leverages all the information gathered during discovery and brings it to life with easy-to-understand graphs, tables and visualizations. 

Actionable Guidance and Information Reports evaluate the impact that market conditions may have on your awards, various sell and exercise scenarios and potential tax implications related to those scenarios.

Insight from Morgan Stanley For executives that want more support, they have the option to work with a Morgan Stanley Financial Advisor to set their financial plan into action. 

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 Stock Plans 3 Tips to Improve an Equity Participant Education Strategy Executive Financial Planning Are You Helping Your Executives Make Smart Financial Decisions Today? 12022 Morgan Stanley at Work Participant Survey.

© 2023 Morgan Stanley Smith Barney LLC. Member SIPC.

 

Morgan Stanley at Work are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice. You should always consult with and rely on your own legal and/or tax advisors.

Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account.

Employee stock plan solutions are offered by Morgan Stanley at Work

Employee stock plan solutions offered by E*TRADE Financial Corporate Services, Inc. are part of Morgan Stanley at Work.

In connection with stock plan solutions offered by Morgan Stanley at Work, E*TRADE Securities LLC and Morgan Stanley Smith Barney LLC provide brokerage services to stock plan participants.

Securities products and services are offered by E*TRADE Securities LLC (ETS), Member SIPC or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. Throughout 2023 ETS will be transitioning existing clients to MSSB. Learn more about this transition at www.etrade.com/mssb.  

All entities are separate but affiliated subsidiaries of Morgan Stanley.

Content and services available to non-US participants may be different than those available to US participants.

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.

© 2023 Morgan Stanley. All rights reserved.

 

*The Equity Award Analysis is prepared using a brokerage tool and not an advisory tool. It is not a financial plan and does not create an investment advisory relationship between you and the Morgan Stanley Workplace Advisor.  It is for educational purposes only and does not provide individually tailored investment advice and is not intended to be a personalized security, account type or investment strategy recommendation.

Certain types of equity, such as stock purchased from an Employee Stock Purchase Plan or through exercise of an Incentive Stock Option, may be subject to special tax rules not reflected in the EAA tool

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors, Workplace Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

 

CRC# 5701982-5/23

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