United StatesDesigned exclusively for stock plan participants with share plans serviced by Morgan Stanley, the Morgan Stanley at Work app brings many features and key functionality of the desktop platform to your iOS devices. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options Interactive data visualizations give you important account information at a glance. The Morgan Stanley at Work app will apply to your existing account preferences and settings and provide you with a curated view of your stock plan portfolio. With the Morgan Stanley at Work app for iOS, you can: • Log in to your stock plan account using Face ID or Touch ID • Get visualizations of your assets, including positions, balances and transaction history • View, accept, or decline grant agreements and documents • Sell shares and exercise options • Certify your Form W-9 or Form W-8BEN To access this app, you must be a stock plan participant with a share plan serviced by Morgan Stanley and have previously registered on atwork.morganstanley.com. 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 Apple App Store®. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay™ and iPad mini™ are trademarks of Apple Inc. App Store is a service mark of Apple Inc. Subject to cell phone connectivity. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 5729949
Used to be great, then they broke it
Two factor authentication has been broken for weeks. The page just goes blank after you submit your code. Here’s to not testing something as fundamental as logging in securely and then letting it linger for weeks without an update. DevOps FTW!
United StatesCan’t view my portfolio
App has a bug or something it won’t let me check my portfolio anymore.
United StatesSo bad
The app and Morgan Stanley are awful. I am trapped using this terrible app and company because my RSUs and ISOs are handled by MS. I truly hate having this relationship with a company that does not have any consideration for the end user. They locked my account for no reason. It happened suddenly after I transferred all stock to my Fidelity account. I wonder if that had something to do with MS locking my account and requiring me to call them to access MY STOCK, MY PROPERTY, MY MONEY?!
United States1 star is 5 stars too many
What a useless and frustrating app. The web site isn’t much better but the app is completely useless. Why can’t I sell to cover with a limit order? Why can’t I exercise all options and pay for it with my own money? Morgan Stanley is a terrible broker for ISO and RSU plans and I wish my company had never started using them. UPDATE: this app is still terrible. Cannot log in anymore because it needs “contact” info updated. They couldn’t make this app any worse if they tried. Newer update: app still useless. I don’t understand why it exists. I worked around the login trap mentioned in my previous update. They should rename the company Forkin’ Scammy.
United StatesErrors when attempting trade
Update - still get errors in both the app and website half the time when I try to trade. Absolute garbage - I have no choice but to move my shares elsewhere. “An error occurred” is not helpful when attempting to trade. App is usually reliable but due to issues was not able to trade at the price I wanted and lost the opportunity. This should never fail - unacceptable.
United StatesUnable to log in (UI issue)
When I try to input my two-auth pin, there’s no enter button on the native OS UI sheet so I can’t proceed. I also can’t access or see the log in button. I tried to tap out of the number pad UI sheet but doing this freezes the app. iOS, iPhone mini 13 Also, I couldn’t find a way to get app help without calling or submit app feedback privately.
United StatesDecent app but some features require going to the website in a browser 👎
This would get a star higher if you didn’t get forced out of the app and asked to login to the website for certain tasks. Feels incomplete and hacky.
United States
We’ve made it easy to view and download grant agreements on the go from our new documents section. We also made some minor updates and bug fixes to make your experience even better.
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