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StockPlan Connect

By Morgan Stanley

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Description

Designed exclusively for stock plan participants with plans administered by Morgan Stanley, the newly enhanced StockPlan Connect app brings even more of the features and functionality of the desktop version to your iOS devices. The app enables you to view your account balance and activity, check your award vesting schedules, sell your shares and indicate profit distribution, and model your future stock performance. In addition, interactive data visualizations give you important investment information at a glance. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you a curated view of your portfolio.

With the StockPlan Connect app for iOS, you can:
• Log in to your stock plan account safely and securely
• Get easy-to-understand visualizations of your assets, and view streamlined account summaries
• Sell shares and indicate profit distribution through account setup
• Model future stock performance and orders before they are placed
• View positions, balances, transaction history, gain/loss summaries, and real-time quotes
• Customize your view by product and date, and select from 12 languages and over 110 currencies
• Access online educational resources via our Knowledge Center

To access this app you must be a stock plan participant of Morgan Stanley and have previously registered on stockplanconnect.com.

If you are a Morgan Stanley Online customer looking to access your brokerage account, please download the separate Morgan Stanley Wealth Management app in the iTunes store.

What's New in Version 1.2.0

What’s New:
With the latest version of the app, you can:
• Sell shares and indicate profit distribution, right from the app!
• View new, easy-to-understand visualizations of your assets
• Use the financial planning tool to model future stock performance
• Set-up wire transfers
• View your realized gains and losses

Screenshots

iPhone Screenshot 1
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iPhone Screenshot 3
iPad Screenshot 1
iPad Screenshot 2
iPad Screenshot 3

Customer Reviews

Nice app

Easy to use and has the features you need, but why won't it orient properly on my iPad?

StockPlan Connect
View in iTunes
This app is designed for both iPhone and iPad
  • Free
  • Category: Finance
  • Updated:
  • Version: 1.2.0
  • Size: 7.1 MB
  • Language: English
  • Seller:

Compatibility: Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Customer Ratings

We have not received enough ratings to display an average for the current version of this application.
All Versions: