EQUITY SOLUTIONS
PUBLIC COMPANIES

Advanced Solutions

Solve your toughest equity plan challenges with specialized plan support from our team.

Let’s Solve It Together

Complex challenges require focused, experienced guidance, including those around your equity plan. Our solutions can help your organization get global equity right.

Support for Your Equity Plan

When offering equity to your employees we can help make that happen to achieve your team’s goals.

Administration Support

Get temporary plan administration support from our team.

Support for Corporate Actions

Utilize the tools and flexible assistance for mergers, acquisitions, spin-offs and stock splits.

Automation and Integration

Eliminate manual file processing by leveraging existing tools and solutions for automating your data feeds.

Process Optimization

Empower teams to maximize efficiency by fully utilizing all available tools.

Data Transformation Support

Get support with large data clean-up projects and data conversion initiatives

Let’s Start the Conversation

Connect with us to learn more about how Morgan Stanley at Work may be able to help your business.

If you are an employee looking for help with your account, visit support.

We Help Businesses and People Thrive

Learn how financially confident employees can power your business forward, and how our offering can help your employees achieve financial well-being.

Advantages For Your Employees

  1. Financial Education: Support financial well-being with a robust learning curriculum, virtual and in-person education sessions and digital tools personalized to each employee.

  2. Financial Guidance: Support your employees with personalized financial guidance for their unique financial needs. 

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Advantages For Your Company

  1. Help Attract and Retain Talent: Stand out in a tight labor market by offering employees a unique blend of knowledge, tools and support.

  2. Instill Financial Confidence: Offer guidance and a range of tools and resources, to help employees build financial acumen and get support when they need it.

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Insights for a Modern Workplace

Get the latest thinking from our experienced thought leaders. Discover new trends and unique perspectives to motivate your employees and fuel your business.

Securities products offered by E*TRADE Securities LLC (ETS), Member SIPC or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. Investment advisory services offered by E*TRADE Capital Management, LLC (ETCM) or MSSB. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc. Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC. All entities are separate but affiliated subsidiaries of Morgan Stanley. 

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.

Statement of Financial Condition | About Asset Protection | Account Agreements and Disclosures | Quarterly 606 Report | Business Resiliency Plan

Morgan Stanley at Work, Shareworks, Morgan Stanley Smith Barney LLC, and its affiliates and employees do not provide legal or tax advice.  You should always consult with and rely on your own legal and/or tax advisors.

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

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