Shareworks 4+

Morgan Stanley at Work

Morgan Stanley

    • 4.7 • 10.2K Ratings
    • Free

iPhone Screenshots

Description

Use Shareworks and stay connected to your equity plan, wherever you go. View your portfolio, upcoming events and complete transaction history. Sell or transfer shares and exercise options.

You'll need a Shareworks account to use the app.

WATCH IT GROW:
• Manage and forecast your portfolio
• Track important events, both past and future
• View employee stock purchase plan holdings

TRANSACT:
• Sell or transfer shares
• Exercise options
• Take action when restricted stock awards vest
• View your transaction history

SAFE AND SECURE:
• Sign in securely via Face ID or Touch ID
• All communication is encrypted
• No financial data is stored on the device

What’s New

Version 7.12.0

Miscellaneous improvements and bug fixes.

Ratings and Reviews

4.7 out of 5
10.2K Ratings

10.2K Ratings

Wolf of Main Street ,

Loaded with bugs and broken workflows

This app wants to be great but is a great example of how banks just struggle to build apps people can easily use.

Let me cite a few issues. Most recently, I had extra funds in the account. Took what seemed 800 emails to customer support (nice people and reasonably responsive to be fair), to figure out I couldn't exercise some options because shareworks wanted more cash to cover taxes. I'm sorry but that's not up to them to pay my taxes and when they extracted the extra thousands. I digress. The issue is that I could not easily exercise over that issue and the app doesn't tell you that's the issue.

Can't pull cash out that's extra money because the app has decided I don't have an account linked. Well guys, if that's the case, how did I exercise stock recently? Hmm. Add account workflow breaks again, saying you already have an account. Infuriating. This app has a long way to go. I mean, a really long way to go.

TomSwift22 ,

Not iPhone 13 Pro compatible

Worked well on my iPhone XS.

On my new phone it doesn’t recognize Face ID as available (it’s offering Touch ID…).

It’s not respecting the screen “safe area” so buttons are pushed all the way to the edge of the screen where they’re difficult to press.

chipster711 ,

App not supported on iPhone per MS

This app is supposed to be for Morgan Stanley Stock Plan Administrators. Could not log in with same credentials as web site so I called. After spending nearly 2 hours on the phone with Morgan Stanley and getting bounced from one department to another and back to the same guy (Roger) in the original department, Level 2 support tells him “we do not support the Shareworks mobile app on the iPhone.”. Why the heck is it on the Apple App Store then? I asked that question and they gave me yet another number to call. Very frustrating!

App Privacy

The developer, Morgan Stanley, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Location
  • Contact Info
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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