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Our Story | Morgan Stanley at Work

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Our Story | 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 Morgan Stanley at Work Our Story As labor markets evolve, Morgan Stanley at Work—through modern workplace benefit solutions—empowers companies to help employees build financial confidence and meet their financial goals. An Ally for Employees and Employers

Morgan Stanley at Work can help you meet the challenges of attracting and retaining top talent with compelling financial benefits so your company and your employees can thrive.

 

Focusing Where You Need Us Equity Solutions Together, we’ll help you to maximize the impact of equity compensation and create a culture of ownership at every level of your organization. Learn More Retirement Leverage a comprehensive range of solutions, with the support of Financial Advisors, to help employees confidently reach their long-term goals. Learn More Deferred Compensation Stay competitive with a Nonqualified Deferred Compensation plan – a workplace benefit for executives and other highly compensated employees and a powerful tool to help recruit, retain and reward executives. Learn More Executive Services Empower your leaders to manage their equity compensation and complex financial needs with a dedicated Executive Services Relationship Manager. Learn More How We Got Here

As part of Morgan Stanley, our roots run deep. See how we’ve continued to evolve to meet the needs of an ever-changing marketplace.

Morgan Stanley opens its doors in New York City Morgan Stanley opens for business at 2 Wall Street, New York City, on September 16, 1935.

Morgan Stanley Offers Equity Administration Morgan Stanley begins to offer equity solutions to companies and their employees.

Morgan Stanley Begins Collaboration with Solium Capital At the time, Solium, a leading share plan administration software, serves clients in more than 100 countries with the Shareworks platform.

Morgan Stanley Makes a Big Move on Wealth Management Morgan Stanley acquires a majority stake in Citi’s Smith Barney (and a full stake in 2013) and expands its retail brokerage operation to create one of the world’s largest wealth management franchises. 

Morgan Stanley Acquires Solium, Forms Morgan Stanley at Work United under the new Morgan Stanley at Work name, the team offers leading-edge workplace financial benefits, including equity management, financial wellness and retirement solutions.

Morgan Stanley Acquires E*TRADE The Morgan Stanley at Work offering expands substantially to include E*TRADE Corporate Services and education assistance solutions provider, Gradifi Solutions. In addition, the acquisition gives participants access to E*TRADE's powerful, self-directed investment platform.

Morgan Stanley at Work Acquires American Financial Systems (AFS) The acquisition of AFS, a recognized leader in Nonqualified Deferred Compensation solutions, broadens the firm’s executive-focused and retirement capabilities. 

Our Impact So Far 3,400+ combined private and public corporate clients globally.1

6.6MM stock plan participants.2

178 countries with participants.3

260+ client IPOs in the past 5 years.4

#1 for 19 years in Rule 144 and 10b5-1 transaction services.5 

~40% of the S&P 500 companies represented.6

We Help Businesses and People Thrive Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Company Our team puts a heritage of experience and leadership into action so you can provide a benefit offering that sets you apart. Learn More Advantages For Your Employees Available with every service we provide, we deliver educational resources, digital tools and guidance designed to foster financial wellness across your company. Learn More Get to Know the Team Working for Yours Behind each of our innovative solutions is a community of dedicated professionals, inventive leaders and industry specialists. Get to know our culture and meet the team that’s helping yours thrive.

Meet Our Team Insights for a Modern Workplace Get the latest thinking from our team of thought leaders. Discover new trends and perspectives to help motivate your employees and fuel your business.

Retirement Plans Retirement for 5 Generations Public Policy SECURE Act 2.0: Workplace Benefits Invested at Work Season Three Financial Well-Being for Today’s Executives With Morgan Stanley’s Liz Dennis Let’s Connect Reach out to a member of our team or follow us on LinkedIn for more content and insights.

Get In Touch Follow Us on LinkedIn 1 Represents the 3400+ stock plan clients we serve globally as of 08/2024 and includes both Shareworks and E*TRADE Corporate Services clients.

2 Stock Plan Participants represents reported participants as of 3Q 2024 with vested or unvested assets. Individuals with accounts in multiple plans are counted as participants in each plan 

3 Represents number of countries we serve participants in as of 07/2024

4 Refers to equity compensation solutions by E*TRADE Corporate Services and Solium relating to the IPO.  Solium 2017 – 2021 + E*TRADE 2017 – 2021.

5 Reprinted with the permission of The Washington Service. 301-913-5100, www.washingtonservice.com. The above data is compiled by The Washington Service from Form 144 filings with the Securities and Exchange Commission in the period from 2/1/2005 to 12/31/20;23 ranking is based on aggregate data for this period. This data includes transactions from Morgan Stanley & Co. LLC, the Smith Barney division of Citigroup Global Markets Inc. (through 5/31/2009) and E*TRADE Financial Corporation (beginning in 2021). Information contained herein was obtained from sources believed reliable, but the accuracy and completeness thereof cannot be guaranteed. Information contained herein is subject to change.

6 S&P 500 Companies Represented includes companies for which Morgan Stanley provides equity compensation solutions as of July 2024.

Disclosures

NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES.

This material is provided for informational purposes only and does not provide individually tailored investment or financial advice.

The material provided by Morgan Stanley or any of their direct or indirect subsidiaries (“Morgan Stanley”), or by a third party not affiliated with Morgan Stanley is for educational purposes only and is not an individualized recommendation. This information neither is, nor should be construed as, an offer or a solicitation of an offer, or a recommendation, to buy, sell, or hold any security, financial product, or instrument discussed herein, or to open a particular account or to engage in any specific investment strategy. Morgan Stanley Financial Advisors, Private Wealth Advisors, and Morgan Stanley Virtual Advisors (collectively, Financial Advisors) are licensed representatives of Morgan Stanley Smith Barney LLC. We may connect you with an E*TRADE representative before you speak with a Morgan Stanley Financial Advisor. Opening an account with a Morgan Stanley Financial Advisor may require minimum asset levels. Other eligibility requirements may apply and certain products and services (including any lifestyle programs) are not available to or appropriate for all clients. Fees may apply should you choose to open an account with Morgan Stanley. Account fees and other important information can be found at www.morganstanley.com/iai.

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 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.

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. 

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.

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