Morgan Stanley Connect Plan (2024)

FAQs

What is stock plan connect from Morgan Stanley? ›

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

Morgan Stanley can send your proceeds via overnight delivery, for a fee. You should receive the proceeds of your sale in the form of a check four days after your trade date (to account for a three- day “settlement” period that applies to all stock market transactions).

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 assist you with placing your exercise or answer questions about your awards.

Morgan Stanley's Reinvestment Program (“Reinvestment Program”), formerly known as the Morgan Stanley Dean Witter Dividend Reinvestment Program, provides you with an opportunity to enhance your long-term investment growth plans through the automated reinvestment of cash dividends, capital gains distributions, ...

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.

With most employee stock purchase plans, you can withdraw from your plan at any time before the purchase.

$25 per/transaction. Fee charged by Morgan Stanley on sells of all exchange traded products for the cost of processing trade transactions.

Even if you don't take the money out, you'll still owe taxes when you sell a stock for more than what you originally paid for it. When tax time rolls around, you'll need to report those capital gains on your tax return.

Morgan Stanley achieved a return on average invested assets (ROI) of 0.81 % in its first quarter of 2024, which is below Morgan Stanley's average return on investment, which stands at 1.43%. ROI has improved compared to 0.78% in the fourth quarter of 2023, due to net income growth.

The Top 10 Most Prestigious Investment Banks for 2024:

Goldman Sachs & Co. Morgan Stanley. J.P. Morgan.

Is StockPlan connect a brokerage account? ›

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.

Morgan Stanley, our parent company, offers wealth management, financial planning, investment advice, securities research, and market insights.

It May Take Longer To Achieve Long-Term Financial Goals: Dividend reinvestment leads to compounded growth. This makes it easier (and faster) to achieve your long-term financial goals versus keeping cash in a savings account.

There are times when it makes better sense to take the cash instead of reinvesting dividends. These include when you are at or close to retirement and you need the money; when the stock or fund isn't performing well; when you want to diversify your portfolio; and when reinvesting unbalances your portfolio.

Morgan Stanley Dividend Information

Morgan Stanley has an annual dividend of $3.40 per share, with a forward yield of 3.47%. The dividend is paid every three months and the last ex-dividend date was Apr 29, 2024.

There is much to consider when deciding whether it's worth participating in your company's ESPP. The biggest determining factor is whether there is a discount and what the percentage is. If your plan does not offer any discount, you should almost certainly pass on participating.

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.

ESPP benefits for employees

If your company offers one, why should you invest in an ESPP? Since you are acquiring stock, that would otherwise not be available, at a discounted price it is generally a good idea to participate. ESPPs offer an easy, cost-efficient way to pursue a disciplined savings plan.