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activating your account
Enroll in the ESPP
Banking Info
Contributions
ESPP
There are three different ways to activate your Shareworks account. Your company will only provide you with one option.
Get Started
Click on one of the options below to get started:
Activating your shareworks account
Navigating
Access your account anywhere using the shareworks mobile app. Download it on the Apple app store or get it on google play!
Selling shares
For public Market Participants with an ESPP
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. CRC 4909960 08/2022
VISIT THE SUPPORT CENTER
https://shareworks.solium.com/activate
SKIP THIS STEP IF YOU ARE A SINGLE SIGN ON USER
Account activation code
No activation code?
1. Visit https://shareworks.solium.com/activate 2. Enter the activation code provided by your company 3. Click the link to access a verification page and enter the required identifying information 4. Once your identity has been verified, create a login ID, username and, password Note: If you choose not to create a username, you will be provided with an account number as your username. Immediate access to your account is provided. If you misplace or lose your activation code, please try the company email activation method described above, or call our Participant Experience Group for assistance.
Company email address
1. Visit https://shareworks.com/activate 2. Enter your company email address 3. In 30 minutes, you will receive an email that contains a link to activate your account Note: The email message will contain some specific information you will need to have handy in order to complete the activation process. 4. Click the link to access a verification page and enter the required identifying information 5. Once your identity has been verified, create a login ID, username and, password Note: If you choose not to create a username, you will be provided with an account number as your username. Immediate access to your account is provided.
Activation link email
NEED HELP?
Before you get started, you may need one of the following to activate your Shareworks account using the link: - Date of birth - Last four digits of your Taxpayer Identification Number - Postal / Zip code - Employee number - Hire date 1. You will receive an email from Shareworks that includes a link to activate 2. Click the Activate my account link in the email 3. You will be brought to the activation screen to complete your activation using one or more of the personal identification methods above Call our Participant Experience Group for assistance.
Activation Link EMAIL
Contact the Participant Experience Group here.
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NAVIGATING SHAREWORKS
Tasks
Shareworks breaks down your total value into four sections: Items In Progress: Transactions that are currently in progress (you will only see this if there is a transaction in progress) Available: A summary of vested shares available to transact Unavailable: A summary of unvested shares not available to transact Total Portfolio Value: The sum of all of the above
Understanding your Total Value
Get the most out of your equity! Below is an overview on how to navigate through your Shareworks account.
Navigating shareworks
events
DOCUMENTS TAB
Notification bar
View upcoming or past events on the right-hand side. This section displays activities such as upcoming vest dates and past transactions.
In the Documents tab, you can access any information that is relevant to your account including your plan documents, grant agreements, country-specific tax supplements, and any tax slips issued based on your account activity.
Portfolio TAB
In the Portfolio tab, you can view the details of your individual awards, including your ESPP (if eligible). You will also be able to use the Model Exercise tool, exercise vested options, or sell available shares.
activity TAB
In the Activity tab, you can view past events, such as RSU releases, option exercises, and in progress transactions. You can also run your own activity statements and reports over a specified time period.
The Notification bar alerts you of any important notices such as upcoming blackouts, current blackouts, and market closures.
The tasks area displays any activities for you to complete such as: - Accepting grant agreements - Enrolling in your Employee Share Purchase Plan (ESPP) (if eligible)
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. CRC3235349 10/2020
Keeping your banking information up to date is important to ensure that your funds are delivered accurately.
updating your banking and brokerage INFORMATION
To Update Your Banking Information:
1. Sign in to your Shareworks account 2. Click your name on the top right 3. Click View Profile 4. Under the Financial Institution Information section select Manage Banking Information 5. Click Edit Banking Information 6. Make your desired edits 7. Shareworks will need to verify that the edits are requested by you. To do that, select how you would like to receive the verification code 8. Enter the verification code once you receive it and click Save
To Update Your BROKERAGE Information:
1. Complete steps one to four above 2. Under the Financial Institution Information section select Manage Brokerage Account Information 3. Select Add Brokerage Account or Edit Brokerage Account 4. Complete the form or make required edits 5. Click Save
UPDATING BANKING INFO
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. CRC3209497 10/2020
An Employee Stock Purchase Plan (ESPP) allows you to regularly purchase shares at a discounted price by contributing a portion of your eligible earnings via regular payroll deductions.
Enroll in your employee Stock purchase plan
to enroll in the espp:
1. Sign in to your Shareworks account 2. Scroll down to the Tasks bar 3. Click Enroll now on the Enroll in a plan tile 4. A summary of your current contributions will appear as '0'. 5. Select the percentage or dollar amount of your income to contribute to the plan 6. A summary of your new contribution percentage will appear, select Continue 7. A confirmation will appear on screen. Click Continue Note: Most plans have rules the limit the amount of changes you can make to your enrollment or contribution amounts. Make sure you review your plan documents to understand the full details of your plan.
Contribution Min & Max This is the minimum and maximum amount you can contribute to your ESPP plan. This number will be determined by your company. US - The limits are also subject to the IRS limit per calendar year ($25,000 USD).
Payroll Services Contributions will be deducted from your paycheck through Payroll.
Purchase Period Contributions are collected during the purchase period and shares are purchased at the end of each purchase period (purchase date).
ENROLLING IN YOUR ESPP
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. CRC3209348 10/2020
Now that you are enrolled in the ESPP, you may change the amount you contribute to the plan. Note: Most plans have rules the limit the amount of changes you can make to your enrollment or contribution amounts. Make sure you review your plan documents to understand the full details of your plan.
ESPP COntributions
To Change Your ESPP Contribution Amount:
1. Sign in to your Shareworks account 2. Click the Portfolio tab 3. Select the Share Purchase and Holdings tab 4. Click the Manage Plans button OR [Your Company] Plan under Contributions 5. A summary of your current contributions will appear, select Change Contributions to update 6. Enter your new contribution amount in the field and click Verify Edit 7. Review the updated contribution amount and click Save
Purchase & Offering Period Contributions are collected during the purchase period and shares are purchased in accordance to your plan document.
ESPP CONTRIBUTIONS
To suspend your contributions:
1. Sign in to your Shareworks account 2. Click the Portfolio tab 3. Select the Share Purchase and Holdings tab 4. Click the Manage Plans button OR [Your Company] Plan under Contributions 5. Select the Cease Contributions link 6. Agree to the acknowledgment and click Cease Contributions
Suspending will change your contribution percentage to 0% until you change your contribution amount in the next election period. Note most company's have rules on suspending your contributions. Read the rules before you do this!
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. CRC3318252 08/2022
Lot Selection: Earliest Acquisition First (First In, First Out)– The shares you acquired will be sold first Select by Acquisition Date – Chose which shares will be sold.
Order Type Market Order – Exercise today using most recent close price Limit Order with a good to date – Sell when the market price meets or exceeds a specified price - Shareworks will automatically sell the shares at the price specified.
Delivery Methods ACH (Automated Clearing House) – If you have a US bank account, you may complete an ACH payment to deliver the proceeds to your bank account. NOTE: It is extremely important to enter your financial information accurately, there may be a delay of 5 to 10 business days if entered incorrectly. Wire to Bank Account – Funds can be electronically wired to your bank account as specified during the transaction process.
Selling Shares
SELLING YOUR SHARES
1. Sign in to your Shareworks account 2. Click the Share Purchase and Holdings tab 3. Locate the shares in the Share Holdings section under the Available to Transact heading 4. Click Transact 5. Select the transaction type, Real Time Sale or Shares Transfer 6. Select the Lot Selection you would like to use 7. Select the quantity of shares you would like to withdraw and click Continue Tip: Use the Select 100% flag to sell all of your shares 8. Select the order type, Market or Limit Order 9. Select how you would like the proceeds delivered 10. Verify the details and Accept the Online Disclaimer Your transaction and a transaction reference number will now appear under the Activity tab.
selling your shares
If you have vested Restricted Stock Units (RSUs) or shares in your savings plan, you will be able to sell or withdraw them directly from Shareworks. You will see the net proceeds in your account within two to five business days, depending on the delivery method.
to sell your shares:
Shareworks by Morgan Stanley services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley. CRC3209433 10/2020
