Linking Your Aounts This guie explins how to link your Morgn Stnley ounts for stremline online ess to your shres n sh using single log on. Your Morgn Stnley Stok Pln ount hols your pln shres n n lso hol sh. Your Morgn Stnley Welth Mngement ount hols sh or non-pln relte shres you my hve. These ounts re viewle on two seprte sites: StokPln Connet (stok pln shres n ssoite sh) n Morgn Stnley Online (sh n non-pln relte shres) STEP 1: CALL To link your ounts, ontt the Morgn Stnley Servie Center. Servie Center numers re foun on the lst pge of this guie. Provie the Servie Center representtive with the ount numers you wnt to link. One your ounts re linke from the Amzon Stok Portl, you n ess your Morgn Stnley Online ounts through StokPln Connet. Note you will nee to e registere on Morgn Stnley Online to link your ounts. For guine on how to register, plese view the How to Register on Morgn Stnley Online setion elow. STEP 2: LOGIN LOGIN to StokPln Connet from the Amzon Stok portl y liking Go to Morgn Stnley StokPln Connet in the top right orner of the portl homepge Note: We rowser supporting Cookies n Seure Sokets Lyer (SSL) re require to ess the we site.
STEP 3: VIEW LINKED MORGAN STANLEY ACCOUNTS Your Stok Pln Aount etils re ville on your Dshor: Aville vlue isplys the vlue urrently essile for exerise or sle, inluing ny wrs pening relese n ll veste grnts. Unville vlue isplys the mount urrently inessile, inluing future vesting vlues. Your linke Morgn Stnley Welth Mngement ounts now lso pper on your Dshor: Linke Morgn Stnley Welth Mngement ounts will pper here in in the Welth Mngement Aounts setion of your Dshor. To get more etil on speifi ount, lik the ount numer, whih will tke you to your ount etils on Morgn Stnley Online. Note: To ess Morgn Stnley Online, you will nee to register there. For registrtion guine, plese go to How to Register on Morgn Stnley Online elow. View more etils of your Welth mngement Aounts on Morgn Stnley Online All sreenshots re for illustrtive purposes only n sujet to hnge. MORGAN STANLEY 2018 2
STEP 4: RETURN TO STOCKPLAN CONNECT FROM MORGAN STANLEY ONLINE Clik the informtion ion lote eneth the LOG OUT utton. All sreenshots re for illustrtive purposes only n sujet to hnge. Below OTHER SITES, lik StokPln Connet to return to your StokPln Connet Dshor. All sreenshots re for illustrtive purposes only n sujet to hnge. MORGAN STANLEY 2018 3
HOW TO REGISTER ON MORGAN STANLEY ONLINE STEP 1: ENROLL Clik Enroll to egin the Morgn Stnley Online registrtion proess. This will enle you to nvigte etween StokPln Connet n Morgn Stnley Online using the sme user nme n psswor. Note: Non-U.S. prtiipnts nnot enroll online. Plese ontt the Morgn Stnley Servie Center. All sreenshots re for illustrtive purposes only n sujet to hnge. STEP 2: REGISTER The Online Registrtion pge will vry epening on the uthentition proess neessry for you to enroll in Morgn Stnley Online (MSO). There re two possile proesses etile in Steps 2A n 2B. Only one will pply to you. STEP 2A: If your reit informtion is ville to Morgn Stnley, you will e ske to nswer reit-se questions. Answer the questions n lik Continue. If you nswer the questions orretly, you will proee to Step 3. All sreenshots re for illustrtive purposes only n sujet to hnge. All sreenshots re for illustrtive purposes only n sujet to hnge. MORGAN STANLEY 2018 4
STEP 2B: If reit informtion is not ville to Morgn Stnley, you will nee to register using one-time registrtion oe. Selet the elivery metho to reeive Registrtion Coe. You n hoose: Text or Cll Next, lik Get Registrtion Coe. The oe will e sent vi the metho you selete. All sreenshots re for illustrtive purposes only n sujet to hnge. Retrieve your Registrtion Coe n enter it into the fiel. e Clik Continue. e All sreenshots re for illustrtive purposes only n sujet to hnge. MORGAN STANLEY 2018 5
STEP 3: LOGIN Enter the psswor you use for StokPln Connet. Clik Continue. All sreenshots re for illustrtive purposes only n sujet to hnge. STEP 4: COMPLETE AND CONFIRM Complete your Online Aount Profile. You will nee to respon to the following: Verify your emil ress. Re n review the Terms n Conitions n lik the hekox. Re informtion on rel-time n elye mrket t. Selet preferene: no or yes. e Clik Register. e All sreenshots re for illustrtive purposes only n sujet to hnge. MORGAN STANLEY 2018 6
STEP 5: CONFIRMATION View onfirmtion of your enrollment in Morgn Stnley Online. Your enrollment is now omplete. To exit registrtion n ontinue your online session, simply lik Go to Morgn Stnley Online. All sreenshots re for illustrtive purposes only n sujet to hnge. MORGAN STANLEY 2018 7
Nee Help? For ssistne, plese ll Morgn Stnley Servie Center: AMERICAS/U.S. SERVICE CENTER Diret il: +1-801-617-7471 Hours: 8:00 A.M. to 8:00 P.M. ET (Estern Time) Mony through Friy Cn, Mexio, Unite Sttes: (Toll-free) +1-866-533-2575 Brzil (Toll-free) 08000258632 Chile (Toll-free) 123-0-020-3394 Colomi (Toll-free) 01-800-518-4787 Cost Ri (Toll-free) +1-877-392-2502 Argentin (Toll-free) 08002665233 Stffe lnguges: English, Spnish plus trnsltion ville in 200+ lnguges through Lnguge Line Solutions EMEA SERVICE CENTER Diret il: +1 801 617 7746 Hours: 9:00 A.M. to 5:30 P.M. EET (Estern Europen Time) Mony through Friy Austri, Belgium, Czeh Repuli, Denmrk, Finln, Frne, Germny, Ireln, Isrel, Itly, Luxemourg, the Netherlns, Norwy, Poln, Portugl, Slovki, South Afri, Spin, Sween, Switzerln, Unite Kingom: (Toll-free) +800 6666 9999 Bhrin (Toll-free) +800 0006 393 Jorn: (Toll-free) +080022436 Moroo: (Toll-free) +002 11 0011, when prompte, 8552907697 Romni: (Toll-free) +0800672625 Sui Ari: (Bhrti Airtel, Moily, Zin Toll-free) +8008500442 (STC Sui Toll-free) +8008442619 Turkey: (Toll-free) 00 800 4488 20347 Unite Ar Emirtes: (Toll-free) +800 0444 9712 Stffe lnguges: English, Spnish, Germn, Frenh, Itlin plus trnsltion ville in 200+ lnguges through Lnguge Line Solutions servie ASIA PACIFIC SERVICE CENTER Diret il: +613 9188 2064 Hours: 10:00 A.M. to 6:00 P.M. AEST (Austrlin Estern Stnr Time) Mony through Friy Austrli, Hong Kong, Jpn, Mlysi, New Zeln, Philippines, Singpore, South Kore, Tiwn, Thiln: (Toll-free) +800-2484-5555 Chin (Toll-free) 00 800 2484 5555 Or Amzon Network Phone: 8000 (Toll-free), Morgn Stnley queries: Option 1 Or Moile Phone: 400-910-5681, Morgn Stnley queries: Option 1 Ini (Toll-free) +0008004402486 Inonesi (Toll-free) 001803852926 Vietnm (Viettel Toll-free) 00 122 80659 (VNPT Toll-free) 00 120 32167 Stffe lnguges: English, Cntonese, Mnrin n Jpnese plus trnsltion ville in 200+ lnguges through Lnguge Line Solutions Note: To onfirm if moile servie is ville in your ountry, ontt your lol telephone rrier. Toll-free lines my e limite or not ville n itionl fees from your moile rrier my pply. Morgn Stnley Smith Brney LLC ( Morgn Stnley ), its ffilites n Morgn Stnley Finnil Avisors or Privte Welth Avisors o not provie tx or legl vie. Clients shoul onsult their tx visor for mtters involving txtion n tx plnning n their ttorney for legl mtters. 2018 MORGAN STANLEY SMITH BARNEY LLC. MEMBER SIPC. CRC 2276534 10/18