Shareworks

Morgan Stanley and Co. LLC

About this app

View your portfolio, upcoming events and complete transaction history. Sell or transfer shares and exercise options.

You'll need a Shareworks account to use the app. To activate your account, visit https://shareworks.solium.com/activate.

WATCH IT GROW:
• Manage and forecast your portfolio
• Track important events, both past and future
• View employee stock purchase plan holdings

TRANSACT:
• Sell or transfer shares
• Exercise options
• Select an action when restricted stock awards vest
• View your transaction history

SAFE AND SECURE:
• Sign in securely via fingerprint (for Android 6.0+ on supported hardware)
• All communication is encrypted
• No financial data is stored on the device

Ratings and reviews

Everytime I open this app, it always say, "We're sorry. We can't show your holdings information at the moment. We're actively working so that you can use Shareworks again as soon as possible."

Doesn't indicate how much was contributed to the portfolio. Or when restrictions will be lifted. Only useful for knowing the current value of a portfolio.

Tried for the last hour to sign in. What's the point of having a complex password, biometric verification, then the 2 factor authentication with a text message that takes 10 minutes to receive? Only to be locked out because in my impatience, I requested the codes to be sent a few times, and ended up entering the wrong ones as they eventually came in? Now I have to phone Morgan Stanley on Monday to get access because they're closed on weekends. Edit: Ugh, another code just came in 🙄

What’s new

Miscellaneous improvements and bug fixes