Morgan Stanley Global Stock Plan Services Launches StockPlan Connect | Morgan Stanley (2024)

FAQs

What is Morgan Stanley Stock Connect? ›

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 also assist you with selling your shares.

Stock Connect is the Hong Kong-Mainland mutual market access channel that allows Hong Kong and overseas investors to trade eligible China A-shares and ETFs listed on the Shanghai Stock Exchange and Shenzhen Stock Exchange.

WHAT IS AN ESPP? shares of your company's stock through payroll deductions, sometimes at a dis- counted price. Once you have enrolled in the plan, your company will collect your payroll contributions to purchase shares on a specific date. The shares are then deposited to an account at Morgan Stanley.

Stock Connect is a Mutual Market Access programme through which investors in the Mainland China and Hong Kong can trade and settle shares listed on the other market via the stock exchanges and clearing houses in their home market.

A stock plan is a benefit that companies provide to grant their employees the ability to receive or purchase shares of company stock as part of employee compensation. These plans can come in all shapes and sizes, so to learn more about what you have, and how it works, choose your plan type below.

The stock connect allows qualified mainland China investors to access eligible Hong Kong shares (Southbound) as well as Hong Kong and overseas investors to trade eligible A shares (Northbound) subject to a certain amount of daily quota.

QFII and RQFII provide access to a wider pool of shares as well as other onshore financial instruments, such as bonds. Trading accessibility is also not curtailed for these schemes, while Stock Connect Northbound trading is only possible on days when both the Hong Kong and Mainland Chinese exchanges are open.

With an employee stock purchase plan, employees have the option to buy stock in their employer at a discounted price. This is offered as a benefit of employment when they are hired, in the same way that access to a 401(k) plan for retirement savings is a benefit.

Paying off your credit card debt is typically the wisest move, but there are cases in which it may make more sense to contribute to your ESPP. But even then, you should be selling your shares as soon as you can after purchasing them to pay off such high-interest debt.

When can I sell my Morgan Stanley shares? ›

You cannot sell or transfer your re- stricted stock awards until they vest. Once an award vests, all restrictions are lifted and the stock is released to you to hold, sell or transfer.

While the tax benefits of a qualified ESPP can be great, an ESPP does come with risks. First, you need to hold the stock for at least a year after purchase. Buying an ESPP in a single company is inherently riskier than investing in a diversified fund. In addition to that, you're investing in the company you work for.

Depending upon your account, Morgan Stanley Online and Morgan Stanley Mobile permit trading of Stocks, Exchange-Traded Funds, Options and Mutual Funds.

In June 2013, Computershare Limited completed the acquisition of the EMEA–based portion of Morgan Stanley's Global Stock Plan Services business.

While the naming may indicate that they are similar companies, they are independent entities. J.P Morgan's grandson, Henry Morgan, founded Morgan Stanley in 1935. As such, Morgan Stanley is a standalone investment bank and does not currently have any relations with J.P. Morgan.

Morgan Stanley's settlement includes $64 million in restitution, which would go to compensate sellers harmed by the information leakage. The bank's civil fraud settlement with the SEC says Passi's communications with investors reduced Morgan Stanley's risk in purchasing block trades.