Morgan Stanley Smith Barney Benefit Access for Stock Option Plans Share our state-of-the-art equity compensation website with your participants
Morgan Stanley Smith Barney Benefit Access for Stock Option Plans is a flexible and convenient online service. It allows participants to access their stock option account information, model hypothetical transactions and execute option exercises 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 four sections:
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| View Your Account
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- Grant Listing Summary: View options granted, exercisable and outstanding
- Online Grant Acceptance: View options granted that require acceptance
- Transaction History: View a detailed list of transactions completed by Morgan Stanley Smith Barney
- Order Summary: Modify or cancel orders that are pending exercise
- Tax Summary: View year-to-date or previous years' summary of taxes withheld
- Account Information Summary
- Certify IRS Forms W8-BEN / W-9 online
- Enter / Modify / Delete currency wire instructions
- Change your Trading PIN
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| Calculators
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- Calculate your hypothetical proceeds
- Determine the number of options to exercise
- Estimate option cost to hold shares
- Holding shares with no cash outlay (Exercise and Sell to Cover)
- Stock Option Tutorial: Place a simulated order using an interactive educational tool, with opportunity to convert to a real order
- Stock Option Trading Simulator: Practice entering online orders using an exact replica of the order entry ticket
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| Exercise Your Stock Options
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- Place a real-time market sell or enter a limit sell order
- Conduct an Online Sell to Cover order between 9:30 A.M. ET 3:59 P.M. ET
- Select Proceed Delivery method and local currency to have proceeds converted
- Increase tax withholding
- Review and submit your order
- Receive an online confirmation upon execution of your order
- Perform share retention transactions
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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 Morgan Stanley Smith Barney sites
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| Recent Enhancements
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- Grant/Award Based Taxation: Corporate clients can send Morgan Stanley Smith Barney Global Stock Plan Services different tax rates at grant/award level
- Revised look and feel of email notifications that include activation instructions in HTML format
- Non-U.S. stock plan participants can certify the IRS Form W-8BEN/W-9 and Simplified New Account form online
- 32 currencies now available through our foreign exchange product offering
- Calculation of Federal tax subject to Section 409A of the Internal Revenue Code for employees who cross the $1 million supplemental income threshold.
- U.S. Dollar check added as a currency choice for all corporate clients that trade on non-U.S. exchanges
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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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