Morgan Stanley Global Stock Plan Services Migrates Corporate Clients to Newly Redesigned Recordkeeping Portal StockPlan Connect | Morgan Stanley (2024)

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.

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.

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.

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.

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.

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.

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.

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.

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

ownership in MS / Morgan Stanley. 2024-01-31 - BlackRock Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 90,496,803 shares of Morgan Stanley (US:MS). This represents 5.5 percent ownership of the company.

Who owns most of Morgan Stanley? ›

Approximately 70.80% of the company's stock is owned by Institutional Investors, 10.78% is owned by Insiders and 18.41% is owned by Public Companies and Individual Investors. The ownership structure of Morgan Stanley (MS) stock is a mix of institutional, retail and individual investors.

The institution stands as one of the oldest and largest financial services firms in the world. As reported by the Federal Reserve in March 2023, JP Morgan Chase & Co. manages assets worth $2.8 trillion, ranking it ahead of both Goldman Sachs and Morgan Stanley in terms of size.

Under a § 423 employee stock purchase plan, you have taxable income or a deductible loss when you sell the stock. Your income or loss is the difference between the amount you paid for the stock (the purchase price) and the amount you receive when you sell it.

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.

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

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.

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.

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

Your portfolio in the Portfolio Management program is designed to help meet your specific financial needs and is managed on a fully discretionary basis by your Portfolio Manager. Leveraging the global resources of Morgan Stanley, your Portfolio Manager monitors the events that affect your financial objectives.