Stock Plan

Morgan Stanley and Co. LLC

About this app

Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the Morgan Stanley at Work app brings the valuable features and functionality of the desktop version to your Android 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 Morgan Stanley at Work app will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio. With the Morgan Stanley at Work app for Android, you can:

• Log in to your stock plan account easily using Face or Fingerprint recognition
• Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
• View, accept, or decline grant agreements and documents
• Sell shares and exercise options
• Certify your Form W-9 or Form W-8BEN

To access this app you must be a stock plan participant with plans serviced by Morgan Stanley and have previously registered on atwork.morganstanley.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 Google Play store®.

Android and Google Play are trademarks of Google 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. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 5729949

Ratings and reviews

It seems like they finally fixed or updated the app. 6 months ago I was in the same boat as everyone else and not able to login. For some reason I decided to download it 2 days ago and try again and it worked flawlessly. I logged in, it pulled up my phone number, sent the verification code and boom, I was in my account. I only put 4 stars because I have not tried performing a trade yet, but at least now I can actually log in!

Like so many others, I'm completely unable to log in; when trying to do so, the app displays a spinner for a surprisingly long time, then cuts to a generic "an error occurred" message. This is your app for Morgan Stanley at Work, which is a service you provide to businesses. This is not how you inspire confidence in your product among your clients.

The first-time sign in is very unclear, it requires you to also sign in on a desktop, but doesn't appear to require any action there. The dialog asking to sign in on desktop has a vague message that suggests there may be something to do there but doesn't say what (could it just say "for security reasons we need you to sign in on desktop as well"?) Otherwise the application seems to be working fine. Good job improving it!

What’s new

Miscellaneous improvements and bug fixes.