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

FAQs

What is the ESPP stock plan at Morgan Stanley? ›

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.

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.

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.

You cannot sell or transfer your re- stricted stock awards until they vest. Once an award vests, all restrictions are lifted and the stock is released to you to hold, sell or transfer.

Can I Sell ESPP Stock Right Away? Yes, you can sell stock purchased through your ESPP plan immediately if you want to guarantee that you profit from your discount. Otherwise, the value of the stock may go up, which increases your profit, or it may go down, causing you to lose money.

The bottom line on ESPPs

If you can afford it, you should participate up to the full amount and then sell the shares as soon as you can. You might even consider prioritizing your ESPP over 401(k) contributions, depending on your specific financial situation, because your after-tax returns could be higher.

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.

In June 2013, Computershare Limited completed the acquisition of the EMEA–based portion of Morgan Stanley's Global Stock Plan Services business.

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

A billionaire may use some or all of these services, but for buying stocks, they may use a prime brokerage specifically to borrow securities for short selling (making money from stocks when they go down) or borrowing large amounts of money to buy stocks on margin.

What stock broker does Warren Buffett use? ›

Buffett, after all, is widely considered the most successful investor in modern history. And since he primarily invests through his publicly traded holding company, Berkshire Hathaway (BRK.

Yes, once the transfer is complete, you'll have a new brokerage account number with nine digits, which you'll be able to view online. For reference purposes, your old account number will also be visible on etrade.com and the E*TRADE applications.

Largest shareholders include Mitsubishi Ufj Financial Group Inc, State Street Corp, Vanguard Group Inc, BlackRock Inc., Jpmorgan Chase & Co, Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Capital International Investors, ...

Morgan Stanley stock (symbol: MS) underwent a total of 2 stock splits. The most recent stock split occurred on January 27th, 2000.

E*TRADE from Morgan Stanley ("E*TRADE") charges $0 commission for online US-listed stock, ETF, mutual fund, and options trades.

An ESPP can be a surprisingly powerful benefit. If you have access to one, it's worth your time to research your plan and consider enrolling. ESPPs can potentially generate a return in 3 ways: with a discount, with a lookback provision, and through the performance of the underlying company stock.

The purchase price of stock under a tax-qualified Section 423 ESPP is typically discounted in some way from the market price at purchase. A nonqualified ESPP may have a discount, a match, or other features. By contrast, the purchase price of stock under a stock option plan is the fair market value on the date of grant.

If your employer offers an ESPP and you enroll, you choose an amount to be deducted regularly from your paycheck. Those deductions accumulate over time, such as 3 to 6 months, and are periodically used to buy company stock on your behalf. Once the stock has been purchased, it's yours to hold, manage, or sell.

The JPMorgan Chase Employee Stock Purchase Plan provides eligible employees with the opportunity to purchase JPMorgan Chase common stock at a 5% discount through payroll deductions on an after-tax basis.