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How to SMS Stock Plan

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How do I deposit money into my Morgan Stanley account?

You can: Deposit a check from your previous account via the Morgan Stanley Mobile App or at any Morgan Stanley branch, or Transfer the funds online by logging in to morganstanley.com/online and proceeding to the Transfers tab, or Ask your Financial Advisor or Private Wealth Advisor to move the funds

What is the minimum balance for Morgan Stanley Access Direct?

There is no minimum balance or annual maintenance fee for your account. Certain other fees like trading commissions or cash management fees may apply; you can review other fees for the account by logging into StockPlan Connect where the account opening reminder will have a link to the pricing page.

What is Morgan Stanley Stock Plan Connect?

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.

How do I withdraw money from StockPlan connect?

In Shares and Cash Holdings view your Cash available to transact, then click Transact. Under Quantity, enter the amount of cash you wish to transfer, and then click Continue. From the list of delivery options select your preferred delivery method. Then click Continue.

How do I contact Morgan Stanley Stock Plan Connect?

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.

How much can you transfer from Morgan Stanley Private Bank?

Each Transfer must be greater than $0.01 and may be made for up to $99,999,999.99 to or from your Morgan Stanley Account, provided that there are sufficient funds in your Morgan Stanley Account and the Outside Bank Account.

How does an employee stock plan work?

An ESPP allows you to purchase company stock at a discounted price, often between 5-15% off the fair market value. For example, if the fair market value on the applicable date is $10 per share, and your plan offers a 15% discount, you can purchase those shares for $8.50 per share.

How long does it take for Morgan Stanley to release funds?

If you do not see the funds (or funds were going elsewhere), you can call the Morgan Stanley Service Center (see next page). Q: How long will it take to receive my proceeds via EFT (Electronic Funds Transfer)? A: For Wires: your funds are typically sent 2 to 4 business days after your transaction.

What is StockPlan connect with Morgan Stanley?

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.

Can I cash out my ESPP?

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.

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SMS Stock Plan