Morgan Stanley and Co. LLC Apps
Morgan Stanley Wealth Mgmt 1.6.18
The Morgan Stanley Wealth Management mobileapplication is the only mobile solution designed exclusively forMorgan Stanley Wealth Management clients. It provides anyone with avalid Morgan Stanley Online login the ability to:• Access their Morgan Stanley accounts, including balances,holdings and recent activity.• Deposit checks from anywhere in the U.S. using our cutting-edgeimaging technology without having to mail or bring them to abranch*.• View upcoming bills and make one-time or recurringpayments.• Transfer funds between Morgan Stanley brokerage accounts, as wellas to and from accounts held at other financial institutions.• Browse current market indices, news, company profiles and stockquotes.With access to your accounts and to the right information whenand where you need it, you can work with your Financial Advisor tomake informed decisions and manage your finances on your own terms.It’s the latest way we can assure our clients that we’re behind youall the way.There is no charge to download the application. If you do notyet have a Morgan Stanley Online account set up, please go tohttp://www.morganstanley.com/online. Standardmessaging and data rates from your provider may apply.* Subject to certain terms and conditions.Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is aregistered Broker/Dealer, Member SIPC, and not a bank.Investment, insurance and other products offered through MorganStanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE |NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANYFEDERAL GOVERNMENT AGENCY© 2015 Morgan Stanley Smith Barney LLC. Member SIPC.CRC1159940 4/15
StockPlan Connect
StockPlan Connect for Google PlayBy Morgan Stanley LLCDesigned exclusively for stock plan participants withplansadministered by Morgan Stanley, the newly enhancedStockPlanConnect app brings even more of the features andfunctionality ofthe desktop version to your Android devices. Theapp enables you toview your account balance and activity, checkyour award vestingschedules, sell your shares and indicate profitdistribution, andmodel your future stock performance. In addition,interactive datavisualizations give you important investmentinformation at aglance. Wherever you go, the StockPlan Connect willapply yourexisting account preferences and settings to provide youa curatedview of your portfolio.With the StockPlan Connect app for Android, you can:• Log in to your stock plan account safely and securely• Get easy-to-understand visualizations of your assets, andviewstreamlined account summaries• Sell shares and indicate profit distribution throughaccountsetup• Model future stock performance and orders before theyareplaced• View positions, balances, transaction history,gain/losssummaries, and real-time quotes• Customize your view by product and date, and select from12languages and over 110 currencies• Access online educational resources via our Knowledge CenterTo access this app you must be a stock plan participant ofMorganStanley and have previously registered onstockplanconnect.com.If you are a Morgan Stanley Online customer looking toaccessyour brokerage account, please download the separate MorganStanleyWealth Management app in the iTunes store.Features:* With the latest version of the app, you can:* Sell shares and indicate profit distribution, right fromtheapp!* View new, easy-to-understand visualizations of your assets* Use the financial planning tool to model futurestockperformance* Set up wire transfers* View your realized gains and losses
StockPlan Connect 2.9.0
Designed exclusively for stock plan participants with plansserviced by Morgan Stanley, the StockPlan Connect app bringsvaluable features and functionality of the desktop version to yourAndroid devices. The app enables you to view your stock planaccount balance and activity, check your award vesting schedules,and sell your shares and indicate profit distribution. Interactivedata visualizations give you important account information at aglance. Wherever you go, the StockPlan Connect will apply yourexisting account preferences and settings to provide you with acurated view of your stock plan portfolio. This version of the appis for users who have migrated to the new StockPlan Connect onlineexperience. If you haven’t yet moved to the new StockPlan Connectonline portal, please download the StockPlanConnect Classic app.With the StockPlan Connect app for Android, you can: • Log in toyour stock plan account easily using Fingerprint Authentication •Get easy-to-understand visualizations of your assets, includingpositions, balances, transaction history, and real-time quotes •View, accept, or decline grant agreements and documents • Sellshares and exercise options • Certify your Form W-9 or Form W-8BENTo access this app you must be a stock plan participant with plansserviced by Morgan Stanley and have previously registered onstockplanconnect.com. If you are a Morgan Stanley Online customerlooking to access your brokerage account, please download theseparate Morgan Stanley Wealth Management app in the Google Playstore®. Android and Google Play are trademarks of Google Inc.Subject to cell phone connectivity. Morgan Stanley Smith Barney LLC(“Morgan Stanley”), its affiliates and Morgan Stanley FinancialAdvisors or Private Wealth Advisors do not provide tax or legaladvice. Clients should consult their tax advisor for mattersinvolving taxation and tax planning and their attorney for legalmatters. © 2019 Morgan Stanley Smith Barney LLC. Member SIPC. CRC2865363 (12/19)
Morgan Stanley Matrix Mobile 5.5.0
The Morgan Stanley Matrix mobile application providesourinstitutional clients select features from the Matrixplatform.This includes Prime Brokerage features. You can read moreabout thePrime Brokerage features below. Prime Brokerage: ThePrimeBrokerage mobile application is a platform that presentsMatrixdata and workflows on Android devices. Current featuresinclude:Cash wire summary with approve/reject functionalityCentraliseddashboard providing a clear and concise overview of keyitemsrequiring attention Securities lending excess/deficitsummaryMargin Summary Screen The app also has 2 factorauthentication,including Android Fingerprint Authentication. Thereis no charge todownload the application. A valid Matrix account isrequired to login. Standard messaging and data rates from wirelessprovider mayapply. For more info please contact the MatrixHelpdesk.
