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

FAQs

Morgan Stanley Global Stock Plan Services Launches StockPlan Connect | Morgan Stanley? ›

Morgan Stanley

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 allows eligible companies listed in each market to issue, on the other exchange, a depository receipt (DR) that can be traded under local rules in the local time zone. All participating companies are required to meet the specific listing and ongoing obligations specific to each 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.

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

JPMorgan Chase does not own Morgan Stanley, although its origins have a lot to do with that firm. After the Glass-Steagall Act, which required the separation of commercial and investment banking, a couple of partners from J.P. Morgan (including J.P. Morgan's grandson) founded Morgan Stanley in 1935.

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

Who can trade on Stock Connect? ›

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.

Under Stock Connect, investors can trade over 2,000 eligible stocks, but these only represent around half of the shares listed on the Shanghai and Shenzhen exchanges. QFII and RQFII provide access to a wider pool of shares as well as other onshore financial instruments, such as bonds.

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.

The Stockplan Connect customer service phone number is 866 72 27310. This line is toll-free and serves to provide help to clients from North and South America. In case of any technical issues and difficulties, you can call 801 617 7700. To solve legal inquiries, turn to the support number 866 227 2256.

The bottom line on ESPPs

If you can afford it, you should participate up to the full amount and then sell the shares as soon as you can. You might even consider prioritizing your ESPP over 401(k) contributions, depending on your specific financial situation, because your after-tax returns could be higher.

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 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.