StockPlan Connect

Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version to your iOS devices. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options. 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. This version of the app is for users who have migrated to the new StockPlan Connect online experience. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app. With the StockPlan Connect app for iOS, you can: • Log in to your stock plan account easily using Face ID or Touch ID • 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 To access this app you must be a stock plan participant with plans serviced by 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 Apple App Store®. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay™ and iPad mini™ are trademarks of Apple Inc. App Store is a service mark of Apple Inc. Subject to cell phone connectivity. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. © 2019 Morgan Stanley Smith Barney LLC. Member SIPC. CRC 2865363 (12/19)