Morgan Stanley Smith Barney Benefit Access for Stock Purchase Plans
Discover the power of the Internet and how it has revolutionized stock plan services
Morgan Stanley Smith Barney's Benefit Access for Stock Purchase Plans is a flexible and convenient online service. It allows participants to access their stock purchase account information, model hypothetical transactions and sell shares via the Internet.
For Corporate Clients who use our services for multiple plans, our online Combined Benefit Statement features information for all plans in one concise online statement.
The site has been organized into the following six sections:
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| Online Enrollment |
- Enroll in ESPP
- Modify contribution elections
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| View Your Account
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- Current Balance: View account volume and shares available for sale
- Transaction History: Chronological listing of transactions
- Order Summary: Modify pending sell orders
- Gain / Loss Summary: View each tax lot
- Account Information Summary
- Certify IRS W8-BEN / W9 online
- Enter / Modify / Delete currency wire instructions
- Change your Trading PIN
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| Calculators
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- Stock Purchase Tutorial: Simulate trades using interactive tool, with opportunity to convert to real order
- Stock Purchase Trading Simulator: Step-by-step guide to placing an order
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| Sell Your Shares
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- Place a real-time market sell or limit sell order
- Select proceeds delivery method and local currency
- Select which shares to sell across various previous purchases
- Review and submit your order
- Receive an online confirmation upon execution of order
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| Customer Service Center
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- Frequently Asked Questions
- Glossary of Terms
- Contact Phone Numbers
- Forms Library
- Links to other Citigroup sites
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| Enhancements
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- U.S. Dollar check added as a currency choice for all corporate clients that trade on non-U.S. exchanges
- Revised look and feel of email notifications that include activation instructions in HTML format
- Non-U.S. stock plan participants are now able to certify the IRS Form W-8BEN/W-9 and Simplified New Account form online
- 32 currencies available through our foreign exchange product offering
- Intra-day Allocation of Stock Purchase Shares
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Other Internet Initiatives
The Corporate Client Group's Interactive Marketing division is dedicated to ensuring that all Corporate Client Group products are equipped with leading edge Internet applications. To learn more about our other Internet initiatives, please click here.
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