Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect Classic app brings the valuable 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, StockPlan Connect Classic will apply your existing account preferences and settings to provide you a curated view of your portfolio.
With the StockPlan Connect Classic app for iOS, you can:
• Log in to your stock plan account
• 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.
IMPORTANT: Morgan Stanley is in the process of migrating all stock plan clients to a new platform. Participants of migrated corporate clients must download the new StockPlan Connect app in the app store to access their account.
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.
Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 2416739 (2/19)