Stockplan Connect Login: How To Access Your Account Online

Morgan Stanley announced that its Global Stock Plan Services (GSPS) group recently launched a new online stock plan portal, StockPlan Connect login portal, which will enable 1.5 million participants in over 150 countries  to manage their equity compensation plans with ease. 

Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect login portal brings the valuable online features. The portal enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options.

How To Register For Online Account at stockplanconnect.com

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.

With the StockPlan Connect online account, you can:

  • Log in to your stock plan account easily using UserID
  • 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

If you haven’t already, you can register your account online at stockplanconnect.com using the temporary user name and password sent to you by mail. If you do not have this information available, please click on the ‘Register Your Account’ link in the login box.

You will be asked a series of qualifying questions to validate your identity. Once your identity has been confirmed, link to the registration process will be emailed to you. This link will be valid for 30 minutes.

Stockplan Connect Login Steps

To access the Stockplan Connect Login portal you must be a stock plan participant with plans serviced by Morgan Stanley and have previously registered on stockplanconnect.com.

Stockplan Connect Login

Morgan Stanley StockPlan Connect Frequently Asked Questions

1: How do I access my account online? If you haven’t already, you can register your account online at stockplanconnect.com using the temporary user name and password sent to you by mail. If you do not have this information available, please click on the ‘Register Your Account’ link in the login box.

You will be asked a series of qualifying questions to validate your identity. Once your identity has been confirmed, link to the registration process will be emailed to you. This link will be valid for 30 minutes.

2: What do I do if I can’t remember my user name or password? If you forget your password, go to www.stockplanconnect.com and select the “Forgot Username or Forgot Password?” link in the login box. You will be asked a series of qualifying questions to validate your identity. Once your identity has been confirmed, a link to reset your password will be emailed to you. This link will be valid for 30 minutes.

4: What do I do if I can’t remember my Voice PIN? If you forget your Voice PIN, go to www.stockplanconnect.com and select the “Forgot Voice PIN” link in the login box. You will be asked a series of qualifying questions to validate your identity. Once your identity has been confirmed, a link to reset your Voice PIN will be emailed to you. This link will be valid for 30 minutes.

5: Where can I find my Global Identification number (Global ID/GID)? A Global ID/GID is a nine digit numeric identifier assigned by your company. Please contact your company to obtain this number.

6: Is my information secure? Morgan Stanley protect the privacy of your data in several ways, including using encryption technology and creating a security profile that verifies your identity on many levels.

7: Can I access StockPlanConnect on my smartphone? Yes, you can view StockPlan Connect on a wide variety of smart phones or tablets that use the following operating systems: Android, iOS, Fire OS and Windows Phone OS

8: What if I have additional questions? If you have additional questions or need assistance, please contact the Client Service Center.

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