Unlock Your Stock Plan Account with Ease: A Comprehensive Guide

Managing your stock plan account has never been easier. With advanced technology at your fingertips, you can now log in effortlessly using facial recognition or fingerprint authentication. This article will guide you through the features and benefits of accessing your stock plan account, ensuring you make the most of your investments.

Seamless Login with Advanced Security

Gone are the days of remembering complex passwords. Now, you can log in to your stock plan account using cutting-edge facial or fingerprint recognition technology. This not only enhances security but also provides a quick and convenient way to access your financial information.

Visualize Your Assets with Clarity

Understanding your financial standing is crucial for making informed decisions. The platform offers easy-to-understand visualizations of your assets, including:

• Positions: Get a clear view of your current holdings.
• Balances: Monitor your account balances in real-time.
• Transaction History: Review past transactions effortlessly.
• Real-Time Quotes: Stay updated with the latest market prices.

These features empower you to track your investments and make timely decisions based on accurate data.

Manage Grant Agreements with Ease

As a stock plan participant, you have the ability to view, accept, or decline grant agreements and related documents directly through the app. This streamlined process ensures that you can manage your agreements efficiently, without unnecessary delays.

Sell Shares and Exercise Options Effortlessly

When it comes to managing your investments, flexibility is key. The platform allows you to sell shares and exercise options with just a few taps. This feature is designed to provide you with the agility needed to respond to market changes swiftly.

Certify Your Tax Forms with Confidence

Tax compliance is essential for every investor. The app enables you to certify your Form W-9 or Form W-8BEN easily, ensuring that your tax documentation is always up to date. This feature simplifies the often complex process of tax certification, allowing you to focus on your investments.

Eligibility and Access Requirements

To access this innovative app, you must be a stock plan participant with plans serviced by Morgan Stanley. Additionally, prior registration on atwork.morganstanley.com is required. If you are a Morgan Stanley Online customer seeking to access your brokerage account, please download the separate Morgan Stanley Wealth Management app available in the Google Play Store.

Important Notes on Connectivity and Legal Advice

Keep in mind that access to the app is subject to cell phone connectivity. Furthermore, it is important to note that Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. For any tax-related inquiries, it is advisable to consult your tax advisor, and for legal matters, seek guidance from your attorney.

In conclusion, the Morgan Stanley stock plan app offers a user-friendly interface and powerful features that simplify the management of your stock plan account. By leveraging advanced technology, you can enhance your investment experience and make informed decisions with confidence.

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