Morgan Stanley Access Direct Account

You asked; We listened!

The Morgan Stanley Access Direct account is a companion personal investment account offered by Morgan Stanley that integrates closely with your Shareworks account (the account you use to manage your equity programs). The Morgan Stanley Access Direct account is available to eligible U.S. residents, who are not considered Section 16 or Form 144 filer insiders. It provides access to various investing and cash management features, as well as Morgan Stanley proprietary research and education.

There are no account minimums or fees.

ACCOUNT OPENING EXPERIENCE

After logging in to your Shareworks account, you will see the Morgan Stanley Access Direct popup. Click ‘Open Now’ on the pop-up to enter the MSAD account opening workflow.

Note: Clicking ‘Remind me later’ will close out the pop-up.

You will then be asked to verify your email address. After verifying your email, you will be asked to fill out a series of standard account opening and know your customer questions.

Upon completing the account opening process, you will be presented with a screen informing you that the account has been successfully opened.

At this point, you can choose to order a debit card linked to the account, add a trusted contact, continue on to your new Morgan Stanley Access Direct account or go back to Shareworks.

Detailed instructions about the account opening workflow are available in the MSAD Guide.

You are eligible for an MSAD account if you meet the following criteria:

• US resident (excluding Section 16 and Form 144 insiders)

• 18 years or older

• Registered on Shareworks

If you dismiss the Morgan Stanley Access Direct opening experience from the pop-up when you log in to Shareworks, the invitation to open your Morgan Stanley Access Direct account can be accessed by selecting the envelope at the top right corner of your dashboard. This will open your inbox, select the Offers tab and you will see the invitation.

YOUR Morgan Stanley Access Direct ACCOUNT

Once you have opened your Morgan Stanley Access Direct account, you will have access to Morgan Stanley Online and can view your account, access research and education content, utilize the Account Aggregator tool and more. Your MSAD account is integrated with Shareworks.

$0 commission fees for online stock and ETF trades. All MSAD pricing is in the Services area of your online account.
Debit card access to your cash at more than 2 million ATMs worldwide.
Earn interest on your cash.
See a complete view of your finances in one place through the asset aggregation tool.

There are two ways to log into your account:

Log in to your account directly at https://login.morganstanleyclientserv.com/ using your MSAD credentials.
Log in to your Shareworks account through Enterprise by clicking on the Shareworks tile under Technology Solutions. You will see your Morgan Stanley Access Direct account information reflected in the Wealth Management Accounts section of your Shareworks view. Click on the hyperlink and use your MSAD credentials on the login page.

Transfer Shares From SHAREWORKS To Your Morgan Stanley ACCESS DIRECT ACCOUNT

Within your Shareworks Portfolio under the Share Purchase and Holdings tab will be the number of available shares to transact.

Step 1: Select the Transact link to initiate a transfer.

Step 2: To transfer shares to another brokerage, click Shares Transfer. Choose from the Lot Selection (mouse over selection for definition) and indicate the number of shares (units) you would like to transfer.

Step 3: Choose Electronic share transfer to transfer to another brokerage. If this is the first time transferring shares to another broker, you will be asked to click ‘Enter Brokerage Account’ and provide the details required to link your accounts. Please contact MSAD if you are unsure about any of your account details.

Step 4: Once you have entered your MSAD brokerage account information, you will be asked to verify and confirm your transfer. It will take approximately two days for the transaction/transfer to settle and for shares to appear in your account.

If you have any questions regarding the transfer of your shares, please contact the Shareworks Participant Support Center at 877.380.7793 or help@shareworks.com.

Transfer Shares From BROADRIDGE To Your Morgan Stanley ACCESS DIRECT ACCOUNT

Please Note: Shares issued prior to November 2019 were issued to accounts within Broadridge.

To transfer shares, the registration information (name, address and social security number) at Broadridge must match what is on your Morgan Stanley Access Direct account. If the information matches, proceed to step 1. If there are discrepancies between accounts, take the necessary steps to update your information at Broadridge before initiating a transfer.

Step 1: Have a recent account statement(s) from Broadridge available or send an email to stock@exprealty.com for an Individual Shareholder Summary of your account(s).

Step 2: Complete the share transfer form with the required information, including your MSAD account number.

Your MSAD account number is visible by selecting Services -> Profile + Settings -> Display -> Account Number -> Show entire account number. After selecting this, return to the Home page and you will see your full account number.

Step 3: Log-in to your MSAD account via your Shareworks dashboard or at https://login.morganstanleyclientserv.com and send an email with your Broadridge account statement and the completed share transfer form to initiate the transfer of your shares.

1) From your Inbox, click + New message.

2) In the 'TO' line, select Self Directed Support from the drop down menu.

3) In the 'SUBJECT' line type "eXp share transfer".

4) Click 'Attach file' to attach your transfer request form and Broadridge statement or Individual Shareholder Summary, and click 'Send'.

Morgan Stanley Access Direct SERVICE TEAM

Please contact the Morgan Stanley service team at 866-227-2737 for any assistance regarding your MSAD account. If you are having trouble opening your account let the service team know you are with eXp Realty so they can provide personalized assistance. For all other inquiries, please have your account number available.

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