2K+

View Trend>
Stock Plan
Morgan Stanley at Work
Version History
Update Comparison
App Status
  • Earliest Version Launch Date Globally
    08/22/2020
  • Latest Version
    3.8.0
  • Time Since Latest Version
    36days20Hour
  • Total Updated Versions (last 1 year)
    3

Version Timeline

Hover over "Icon" to view updates. Click "Icon" to view comparison
Version History
Display Content
Date
  • -
2024 years
4 month
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
5 month
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
6 month
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
7 month
1
2
3
4

Version History

  • Version3.8.0
    05/29/2024
    Size:54.59M

    Morgan Stanley at Work

    Update Log

    Miscellaneous improvements and bug fixes.

    Screenshots
    App Description

    Designed 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

  • Version3.7.0
    10/20/2023
    Size:53.09M

    Morgan Stanley at Work

    Update Log

    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.

    Screenshots
    App Description

    Designed 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

  • Version3.6.1
    08/16/2023
    Size:51.93M

    Morgan Stanley at Work

    Update Log

    Miscellaneous improvements and bug fixes.

    Screenshots
    App Description

    Designed 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

  • Version3.5.0
    11/22/2022
    Size:36.46M

    Morgan Stanley at Work

    Update Log

    We’ll be introducing push notifications, so you never miss an important date. You’ll need to allow notifications in your phone settings to receive them.
    If you have a linked E*TRADE account, you can now see the value of your company shares under Transactions.
    We’ve fixed bugs and made improvements to enhance your experience.

    Screenshots
    App Description

    Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version 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. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.

    This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.
    With the StockPlan Connect app for iOS, you can:

    • Log in to your stock plan account easily using Face ID or Touch ID
    • Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
    • 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.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.

    © 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
    CRC 2865363

  • Version3.4.0
    06/28/2022
    Size:30.10M

    Morgan Stanley at Work

    Update Log

    This version adds mid session step up for IDP, improves the certificate pinning implementation, fix E*TRADE issue, replace FinWell links with new links, and adds some restrictions for Canadian stock options exercises for compliance.

    Screenshots
    App Description

    Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version 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. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.

    This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.
    With the StockPlan Connect app for iOS, you can:

    • Log in to your stock plan account easily using Face ID or Touch ID
    • Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
    • 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.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.

    © 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
    CRC 2865363

  • Version3.3.0
    04/29/2022
    Size:29.98M

    Morgan Stanley at Work

    Update Log

    Miscellaneous improvements and bug fixes

    Screenshots
    App Description

    Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version 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. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.

    This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.
    With the StockPlan Connect app for iOS, you can:

    • Log in to your stock plan account easily using Face ID or Touch ID
    • Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
    • 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.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.

    © 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
    CRC 2865363

  • Version3.2.0
    04/14/2022
    Size:29.95M

    Morgan Stanley at Work

    Update Log

    Miscellaneous improvements and bug fixes

    Screenshots
    App Description

    Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version 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. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.

    This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.
    With the StockPlan Connect app for iOS, you can:

    • Log in to your stock plan account easily using Face ID or Touch ID
    • Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
    • 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.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.

    © 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
    CRC 2865363

  • Version3.1.0
    02/14/2022
    Size:25.29M

    Morgan Stanley at Work

    Update Log

    Miscellaneous improvements and bug fixes

    Screenshots
    App Description

    Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version 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. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.

    This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.
    With the StockPlan Connect app for iOS, you can:

    • Log in to your stock plan account easily using Face ID or Touch ID
    • Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
    • 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.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.

    © 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
    CRC 2865363

  • Version3.0.5
    12/07/2021
    Size:33.55M

    Morgan Stanley at Work

    Update Log

    Miscellaneous improvements and bug fixes

    Screenshots
    App Description

    Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version 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. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.

    This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.
    With the StockPlan Connect app for iOS, you can:

    • Log in to your stock plan account easily using Face ID or Touch ID
    • Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
    • 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.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.

    © 2019 Morgan Stanley Smith Barney LLC. Member SIPC.
    CRC 2865363 (12/19)

  • Version3.0.2
    11/19/2021
    Size:33.55M

    Morgan Stanley at Work

    Update Log

    Miscellaneous improvements and bug fixes.

    Screenshots
    App Description

    Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version 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. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio.

    This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app.
    With the StockPlan Connect app for iOS, you can:

    • Log in to your stock plan account easily using Face ID or Touch ID
    • Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes
    • 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 plans serviced by Morgan Stanley and have previously registered on stockplanconnect.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.

    © 2019 Morgan Stanley Smith Barney LLC. Member SIPC.
    CRC 2865363 (12/19)

    • 1
    • 2