--- title: "Stock Plan — App Overview" url: https://marlvel.ai/intel-report/finance/stock-plan category: Finance developer: Morgan Stanley platforms: ios rating: 4.5 (7.7K ratings) pricing: free report_level: overview generated: 2026-04-16 last_verified: "2026-04-18T02:11:24.568Z" --- > **Key Insight:** While the app offers essential stock plan management features, users frequently report significant technical issues regarding login stability and navigation. | Metric | Value | |--------|-------| | Category | Finance | | Rating | 4.5 ★ (7.7K) | | Pricing | free | | Platforms | iOS | | Latest Version (iOS) | 4.0.0 | | Developer | Morgan Stanley | ## What is Stock Plan? Morgan Stanley at Work is a financial management tool designed for stock plan participants to monitor their portfolios and execute trades. The app provides mobile access to account balances, vesting schedules, and transaction history, while enabling users to manage grant agreements and tax documentation. ## Key Features - **Portfolio Visualization**: Provides interactive data visualizations for tracking assets, account balances, and transaction history. - **Trade Execution**: Allows users to sell shares and exercise stock options directly within the mobile interface. - **Document Management**: Enables users to view, accept, or decline grant agreements and certify tax forms like W-9 or W-8BEN. - **Secure Authentication**: Supports biometric login via Face ID or Touch ID for account access. ## Who is it for? Employees who participate in stock plans serviced by Morgan Stanley. ## Links - [App Store](https://apps.apple.com/us/app/stock-plan/id1354023603?uo=4) - [Full Intelligence Report](https://marlvel.ai/intel-report/finance/stock-plan) --- *This is an overview report. Sentiment analysis, competitive landscape, and SWOT analysis are available in the [full intelligence report](https://marlvel.ai/intel-report/finance/stock-plan).* *Generated by [Marlvel.ai](https://marlvel.ai) — Independent app intelligence.*