Stock Plan Support Center

How can we help you?

Contact Us

How do I contact Stock Plan Customer Support Teams?

How do I contact Stock Plan Customer Support Teams?

Accounts & Passwords

Accounts & Passwords

How do I unlock my account?

Accounts & Passwords

I forgot my account password, what do I do?

Accounts & Passwords

How do I log into my stock plan account?

Accounts & Passwords

How do I activate my stock plan account?

Accounts & Passwords

How do I change my password?

Accounts & Passwords

I have forgotten my account number, what do I do?

Accounts & Passwords

How do I view my account number?

Exercises & Transactions

Exercises & Transactions

How do I sell or transact on my shares?

Exercises & Transactions

How do I exercise my stock options?

Exercises & Transactions

When will I receive my net proceeds from a sale?

Exercises & Transactions

How do I link my bank account for Online Payments?

Exercises & Transactions

How can I receive the net proceeds from my transaction?

Exercises & Transactions

How do I enter and/or update my banking and brokerage information? (Public Company)

Exercises & Transactions

What are the fees and commissions for completing a share plan transaction?

Exercises & Transactions

What shares can I withdraw?

Exercises & Transactions

Why are shares not immediately available to withdraw from share purchase after a restricted stock or share unit release?

Taxes

TAXES

How do I complete the W-8 BEN form?

TAXES

When can I expect to receive my tax documents? (Canada & U.S. participants)

TAXES

How do I complete the W-9 form?

TAXES

Where can tax documents be found?

TAXES

Where can I find the tax slip for my exercise?

Navigating my stock plan account

Navigating My account

How do I produce a statement / summary of my account?

Navigating my account

How do I navigate my stock plan account (Public Companies)?

Mobile App

How do I log into the Morgan Stanley at Work application using an app on my device?

How do I log into the Morgan Stanley at Work application using an app on my device?

Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work and Shareworks services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

© 2024 Morgan Stanley Smith Barney LLC, Member SIPC.

CRC#6054540 (12/2024)

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