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Solution Finder | Morgan Stanley at Work - AI智能索引
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Solution Finder | Morgan Stanley at Work

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Solution Finder | 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 Disclosures

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

 

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.

 

Tax laws are complex and subject to change. Morgan Stanley and its affiliates, employees and agents do not provide tax or legal advice. Employers (and other service recipients) should consult their own tax and legal advisors before establishing a nonqualified deferred compensation plan, and regarding any potential legal, tax, and other consequences of any investments or other transactions made with respect to a nonqualified deferred compensation plan. Eligible employees (and other eligible service providers) should consult their own tax and legal advisors before deciding to participate in, or making any elections with respect to, a nonqualified deferred compensation plan.

 

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

 

CRC 4069915 (11/25)

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