StockPlan Connect

Designed exclusively for stock plan participants with plans administered by Morgan Stanley, the newly enhanced StockPlan Connect app brings even more of the features and functionality of the desktop version to your iOS devices. The app enables you to view your account balance and activity, check your award vesting schedules, sell your shares and indicate profit distribution, and model your future stock performance. In addition, interactive data visualizations give you important investment information at a glance. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you a curated view of your portfolio.

Category	Price	Seller	Device
Finance	Free	Morgan Stanley	iPhone, iPad, iPod

With the StockPlan Connect app for iOS, you can:
• Log in to your stock plan account safely and securely
• Get easy-to-understand visualizations of your assets, and view streamlined account summaries
• Sell shares and indicate profit distribution through account setup
• Model future stock performance and orders before they are placed
• View positions, balances, transaction history, gain/loss summaries, and real-time quotes
• Customize your view by product and date, and select from 12 languages and over 110 currencies
• Access online educational resources via our Knowledge Center

To access this app you must be a stock plan participant of Morgan Stanley and have previously registered on stockplanconnect.com.

If you are a Morgan Stanley Online customer looking to access your brokerage account, please download the separate Morgan Stanley Wealth Management app in the iTunes store.

Reviews

Abandonware?
_NSFW_

For an institution like Morgan Stanley to have a tool like this that has importance for many Fortune 500 companies and leave it to decay is very disappointing. Doesn’t fit the screen properly on any modern iPhone, no FaceID and looks like an app from ten years ago (because it probably is). Morgan Stanley - spend a week and a few dollars making this work properly - it sends a very poor message about your investment in your customers and your technology.

Outdated and Not User Friendly - User Schwab
Buck_Wilde_23

App lacks Touch ID and Face ID when this is considered a norm for banking apps now. The visualization and breakdown of your transactions and fees are awful. If you are a corporate user and choosing between this and Schwab, go with Schwab purely based off of user experience. Pretty sure this app UX was designed for iPhone 5 and sizing etc has not been updated since. Also app doesn’t properly handle sales of fractional shares. If you sell 3.5 shares for $100ea, your gross proceeds from the sale will show you the total for the sale of 4 shares ($400). Your net proceeds will be correct on the desktop website ($350), but there is no breakdown or explanation of the issues or differences. I am moving my corporate account after this.

No access with either app
Ryan F R

I tried both the classic and new version of this app and can’t sign in to my account. I can sign in fine on the web...

Horrible
Hkotte

This app is a disgrace.

Doesn’t work
Volcomsteve

I was only able to sign in successfully once. After that, the app doesn’t allow you to sign in with Touch ID or via manual sign in. It prompts to use 2FA with you phone number but then can’t populate your phone number in the list. Functional useless

Text message authentication never works
Addisonl

Never get the text containing the code for 2FA. Ended getting locked out of my account that I was already authenticated with on my browser. Terrible experience.