Morgan stanley global stock plan services letter of authorization 2025

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FIDELITY STOCK PLAN SERVICES Complete and submit the Morgan Stanley Letter of Authorization for Stock Transfer, which can be found on the Morgan Stanley website at .
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 assist you with placing your exercise or answer questions about your awards.
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 Stanleys Shareworks Contact Information Shareworks account holders may contact Shareworks at 877-380-7793 between the hours of 8:00am ET and 8:00pm ET on Monday through Friday on market trading days.
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Global Wealth Management New Accounts and Branch Offices1-877-937-6739 Morgan Stanley Online / ClientServ 1-888-454-3965 AAA Client Services 1-800-869-3326
Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (MSSB), which are part of Morgan Stanley at Work.

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