Morgan Stanley Global Stock Plan Services Launches StockPlan Connect | Morgan Stanley (2024)

FAQs

Morgan Stanley Global Stock Plan Services Launches StockPlan Connect | Morgan Stanley? ›

Morgan Stanley announced today that its Global Stock Plan Services (GSPS) group recently launched a new online stock plan portal, StockPlan Connect, which will enable 1.5 million participants in over 150 countries to manage their equity compensation plans with ease.

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.

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 also assist you with selling your shares. 9. What is the commission to sell shares in the Morgan Stanley Access Direct account?

A stock plan is a benefit that companies provide to grant their employees the ability to receive or purchase shares of company stock as part of employee compensation.

WHAT IS AN ESPP? shares of your company's stock through payroll deductions, sometimes at a dis- counted price. Once you have enrolled in the plan, your company will collect your payroll contributions to purchase shares on a specific date. The shares are then deposited to an account at Morgan Stanley.

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.

While the naming may indicate that they are similar companies, they are independent entities. J.P Morgan's grandson, Henry Morgan, founded Morgan Stanley in 1935. As such, Morgan Stanley is a standalone investment bank and does not currently have any relations with J.P. Morgan.

Morgan Stanley, our parent company, offers wealth management, financial planning, investment advice, securities research, and market insights.

Depending upon your account, Morgan Stanley Online and Morgan Stanley Mobile permit trading of Stocks, Exchange-Traded Funds, Options and Mutual Funds.

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).

What is the 2 year rule for ESPP? ›

You sold the stock at least two years after the offering (grant date) and at least one year after the exercise (purchase date). If so, a portion of the profit (the “bargain element”) is considered compensation income (taxed at regular rates) on your Form 1040.

Paying off your credit card debt is typically the wisest move, but there are cases in which it may make more sense to contribute to your ESPP. But even then, you should be selling your shares as soon as you can after purchasing them to pay off such high-interest debt.

If your company offers one, why should you invest in an ESPP? Since you are acquiring stock, that would otherwise not be available, at a discounted price it is generally a good idea to participate. ESPPs offer an easy, cost-efficient way to pursue a disciplined savings plan.

Stockplan Connect Customer Service Phone Number (866) 722-7310, Email, Help Center.

A: Yes. You may withdraw from the ESPP by notifying Fidelity and completing a withdrawal election. When you withdraw, all of the contributions accumulated in your account will be returned to you as soon as administratively possible and you will not be able to make any further contributions during that offering period.

Why do companies do a share purchase plan? An SPP is a way for a listed company to try to quickly raise some money from existing shareholders by offering them the option to buy new shares, without the need for issuing any formal prospectus, a document sometimes required when a company aims to raise funds.

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.

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.

Morgan Stanley and Dean Witter merged in 1997, creating America's largest asset management company and securities firm in terms of equity capital. The resulting name, Morgan Stanley, Dean Witter, Discover & Company, was shortened to Morgan Stanley in March 2001.