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StockPlan Connect

Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version to your iOS devices. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options. Interactive data visualizations give you important account information at a glance. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.
Category Price Seller Device
Finance Free Morgan Stanley iPhone, iPad, iPod

This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.

With the StockPlan Connect app for iOS, you can:

• Log in to your stock plan account easily using Face ID or Touch ID
• Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
• Sell shares and exercise options
• Certify your Form W-9 or Form W-8BEN
• Change release methods for multiple vests all at once

To access this app you must be a stock plan participant with plans serviced by 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 Apple App Store®.


Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay™ and iPad mini™ are trademarks of Apple Inc. App Store is a service mark of Apple Inc.

Subject to cell phone connectivity.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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.

© 2019 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 2544398 (5/19)

Reviews

????
jlm1979

Sooo the username and password that I’ve used for literally 10 years is suddenly wrong?


Touch ID stopped working
ChrisRaab44

I'm forced to manually sign in every time and then even after enabling touch id it falls to recognize it


Can’t sell my stock
The Calgary Herald

I’m sitting on stock and I can’t sell it in the app. The transactions tab just goes blank and it hasn’t been fixed in months. My money is relying on them fixing this, and I wish my company let me use a different bank than Morgan Stanley now. Their website is also unusable.


Blank Screen
Spalaw

Portfolio screen displays nothing and you then have to close the app. It’s been doing this for many months. It’s always astonishing to me when a big company like this can’t put out an app that works. It’s a bad reflection on the company and their customer service.


No Face ID?
Bh4hawks

No Face ID


Less functionality compared to the old app
a.lseguin

The old app showed a clear “realized/unrealized” gain/loss, which isn't displayed neither in the new app or the web portal.


Portfolio Screen
trump!*!

Every time I click the Portfolio screen it is blank. Why?


Won’t Switch to Landscape Mode on iPad
MninSoCal

I didn’t think anyone released apps without this feature anymore. Until it is changed I am not likely to use it much.


FaceID Doesn’t Work
Grateful Tourist

FaceID keep crashing so you have to manually sign in each time


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