FAQs
What is StockPlan Connect with Morgan Stanley? ›
StockPlan Connect or Shareworks is your virtual equity hub. It offers a streamlined experience for viewing, tracking, and managing your equity awards online. Morgan Stanley Access Direct is your companion brokerage account to Shareworks or StockPlanConnect.
How do I contact Morgan Stanley StockPlan connect? ›If you have questions about opening your self-directed brokerage account, you can call the StockPlan Connect Customer Service Center at 800-367-4777 and a representative can assist you with placing your exercise or answer questions about your awards.
How much does Morgan Stanley charge to sell stocks? ›There is no maximum commission charge on equity trades. Fee charged by Morgan Stanley when a stock goes through a voluntary corporate action (i.e., tender, exchange, etc.) and results in a delivery of new shares and/or payout. $25 per/transaction.
How to get access to Morgan Stanley research? ›With the Matrix app you can: Access Morgan Stanley's unparalleled research from our industry-leading Analysts, Economists and Strategists. View live, indicative FX spot prices.
What is the benefit of stock connect? ›Stock Connect is the Hong Kong-Mainland mutual market access channel that allows Hong Kong and overseas investors to trade eligible China A-shares and ETFs listed on the Shanghai Stock Exchange and Shenzhen Stock Exchange.
How do I activate my Morgan Stanley at work stock plan account? ›NOTE: You can activate your Morgan Stanley at Work stock plan account by using your company's single sign-on or clicking on the activation link sent to your company email address, if available.
How long does it take to sell stocks on Morgan Stanley? ›Morgan Stanley can send your proceeds via overnight delivery, for a fee. You should receive the proceeds of your sale in the form of a check four days after your trade date (to account for a three- day “settlement” period that applies to all stock market transactions).
Is Morgan Stanley owned by JP Morgan? ›JPMorgan Chase does not own Morgan Stanley, although its origins have a lot to do with that firm. After the Glass-Steagall Act, which required the separation of commercial and investment banking, a couple of partners from J.P. Morgan (including J.P. Morgan's grandson) founded Morgan Stanley in 1935.
Can I buy stock with my Morgan Stanley account? ›Depending upon your account, Morgan Stanley Online and Morgan Stanley Mobile permit trading of Stocks, Exchange-Traded Funds, Options and Mutual Funds.
How much money do you need to be with Morgan Stanley? ›Investment Minimum. Morgan Stanley has a minimum account requirement of $250,000 or higher and charges fees on a sliding scale.
Is it safe to invest with Morgan Stanley? ›
Is Morgan Stanley Private Bank safe? Yes. Accounts on E-Trade from Morgan Stanley offer double the insurance coverage compared to most other banks. Morgan Stanley accounts are FDIC-insured up to $500,000 per customer, per account.
How do Morgan Stanley Advisors make money? ›How Morgan Stanley Compensates Your Financial Advisor. With the exception of compensation in connection with residential mortgage loans, your Financial Advisor's compensation is based primarily on the fees and commissions that you pay us.
How do I contact Morgan Stanley stock plan connect? ›Stockplan Connect Customer Service Phone Number (866) 722-7310, Email, Help Center.
How to answer why Morgan Stanley? ›Its commitment to innovation, delivering value for clients, and constant advancement align with my own values and ambitions. I am particularly impressed by Morgan Stanley's culture of elite performance and respect for diversity.
How do I get cash from my Morgan Stanley account? ›Use your Morgan Stanley Debit Card to make purchases or access your funds at more than 2 million ATMs worldwide. The Morgan Stanley Debit Card is accepted at merchants or ATMs displaying the MasterCard,® Maestro® or STAR® Network logos. Receive ATM fee rebates worldwide when you use your Debit Card to access cash.
Is Morgan Stanley a Computershare? ›In June 2013, Computershare Limited completed the acquisition of the EMEA–based portion of Morgan Stanley's Global Stock Plan Services business. Computershare and the firm SETL began collaborating on a blockchain project in 2016. In Nov.
What is a stock plan account? ›Employee Stock Purchase Plans (ESPPs) Company adopts a plan that permits employees to use after-tax payroll deductions to buy shares of company's stock. This differs from a qualified retirement plan (like a 401k plan) to which employee money is contributed on a pre-tax basis. Qualified ESPP.
What company merged with Morgan Stanley? ›Morgan Stanley after the merger (1997–present) On February 5, 1997, the company merged with Dean Witter Discover & Co., the spun-off financial services business of Sears Roebuck.