Requires iOS 11.0 or later. Morgan Stanley maintains arrangements with JP Morgan Chase Bank, N.A. We help people, businesses and institutions build, preserve and manage wealth so they can pursue their financial goals. If you haven't done so already, please take a moment to review the information available here. prior to selling your shares with Morgan Stanley. Domestic fund transfers must be made from an eligible account at Morgan Stanley Smith Barney LLC (Morgan Stanley) to a US-based account at another financial institution. For more information, see the developer's privacy policy. Please Note: All global participants certifying a W-8BEN are required to provide either a Foreign Tax Identification … The app’s fingerprint login is pointless, because no matter how many times you set it up, the app makes you manually log in and set up Touch ID again and again. Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Morgan Stanley does not verify that the information is accurate and makes no representation or warranty as to its accuracy, timeliness, or completeness. ‎Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version to your iOS devices. Morgan Stanley's stock closed at $47.97 the day the deal closed, compared to $53.75 when the deal was announced on February 20th. Enrollment is required and dollar and frequency limits may apply. We believe our greatest asset is our people. See how you can continue your career journey at Morgan Stanley. The global presence that Morgan Stanley maintains is key to our clients' success, giving us keen insight across regions and markets, and allowing us to make a difference around the world. A wire transfer is also an electronic transfer on their website. From our origins as a small Wall Street partnership to becoming a global firm of more than 60,000 employees today, Morgan Stanley has been committed to clients and communities for 85 years. Manage your accounts, access account documents, deposit checks, transfer money, and collaborate with your Morgan Stanley team from virtually anywhere. Member SIPC.CRC 2865363 (12/19). Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings valuable features and functionality of the desktop version to your Android devices. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Data connection required, and message and data rates may apply, … Stay abreast of the latest trends and developments. Seamlessly and securely manage your investments and everyday finances in one place. From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. StockPlan Connect Account Registration and Certification. Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of the desktop version to your iOS devices. We routinely track the cybersecurity and fraud landscape for you. Zelle and the Zelle related marks are wholly owned by Early Warning Services, LLC and are used herein under license. Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Monitor spending, categorize expenses and create custom budgets across all your accounts. as NACHA-participating depository financial institutions for the processing of transfers on Zelle. Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Scan and deposit checks from your mobile device using Mobile Check Deposit—and get some of the industry’s highest deposit limits. Additional layers of account security that verify your identity when logging in. Enjoy the added security and environmental benefits of going paperless. *, Receive customized alerts, such as low cash balances and transaction notifications.Â. Significant improvement to the dashboard list and much easier to find and view transaction history. The shares are then deposited to an account at Morgan Stanley. Follow the easy step-by-step instructions in this guide to register your account, submit your tax certification, and start using StockPlan Connect today. Upload important documents online and automatically share them with your Morgan Stanley team. ‎Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect Classic app brings the valuable features and functionality of the desktop version to your iOS devices. The stock plan experience you enjoy today isn’t changing. A career at Morgan Stanley means belonging to an ideas-driven culture that embraces new perspectives to solve complex problems. To access your Amazon stock award, please register with Morgan Stanley and complete the necessary tax form (W-8BEN or W-9) before your first RSU vest date. Morgan Stanley’s StockPlan Connect website allows you to access and manage your equity plans online. Uploading a document to the Digital Vault does not obligate us to review or take any action on it, and we will not be liable for any failure to act upon the contents of such document. English, Czech, Dutch, French, German, Italian, Japanese, Korean, Malay, Polish, Portuguese, Simplified Chinese, Spanish, Traditional Chinese. Welcome information is being sent to current shareholders with contact information for Broadridge as well as details on how to log into your on-line account via a secure portal. Mobile check deposits are subject to certain terms and conditions. Also, addition of Touch ID is a nice to have feature. Reserved program participants' accounts and activity are reviewed periodically to confirm that they continue to qualify for Reserved. Hear their stories and learn about how they are redefining the terms of success. See the Send Money with Zelle® terms for details. Thanks CDX, just adding more info as I came across this thread and saw this is a known issue. And do it online with multiple layers of security. Please contact your Financial Advisor or Branch Management to discuss the appropriate process for providing the document to us for review. It’s accessibility at its finest. Send Money with Zelle® is available on the Morgan Stanley Mobile App for iPhone and Android. Documents shared via the Digital Vault should be limited to those relevant to your Morgan Stanley account relationship. Learn from our industry leaders about how to manage your wealth and help meet your personal financial goals. When you’re ready to choose Morgan Stanley, go to Amazon Stock, click on “ Available Brokers, ” then on “ Select Morgan Stanley ” and, finally, on “ Yes, create an account at Morgan Stanley. It was so bad she called me back to apologize. Effective September 8, 2017, our stock transfer agent changed from Computershare to Broadridge Corporate Issuer Solutions, Inc. Discover who we are and the right opportunity for you. Investment, insurance and annuity products offered through Morgan Stanley SmithBarney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. It’s an app, for crying out loud.Even more annoying, at seemingly random intervals, the app won’t even let you manually sign in by typing in your user name and password, and instead forces you to log in using a desktop browser. *Up to a daily limit of $100,000 for existing Reserved customers. Morgan Stanley at Work We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. Data connection required, and message and data rates may apply, including those from your communications service provider. Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect Classic app brings the valuable features and functionality of the desktop version to your Android devices. The developer will be required to provide privacy details when they submit their next app update. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. See how you can make meaningful contributions as a student or recent graduate at Morgan Stanley. Additional information about the features and services offered through Total Wealth View are available on the Total Wealth View site on Morgan Stanley Online and also in the Total Wealth View Terms and Conditions of Use. Underpinning all that we do are five core values. Transfer funds between your accounts at Morgan Stanley and other financial institutions. It is not intended to cover the specific terms of your company`s equity plan(s). View real-time stock prices and stock quotes for a full financial overview. Easily view your account balance, activity, holdings and projected income. Enjoy the convenience of managing your money 24/7 from your desktop, tablet or phone. If you are a Morgan Stanley Online customer looking to access your brokerage account, please download the separate Morgan Stanley Wealth Management app in the Apple App Store®. Had to scramble and borrow from family to avoid losing my home. The following Terms and Conditions govern your use of the Morgan Stanley StockPlan Connect and Solium Shareworks websites and the applicable Services provided via such websites. : +1 614-467-4471 (By Regular Mail) Morgan Stanley, Global Stock Plan Services P.O. Use eAuthorizations to securely wire and transfer money with just a click or tap.Â. Designed exclusively for stock plan participants with plans serviced by Morgan Stanley, the StockPlan Connect app brings the valuable features and functionality of … Please refer to your company`s equity plan documents if … Our insightful research, advisory and investing capabilities give us unique and broad perspective on sustainability topics. morgan stanley stock connect account locked, 2 MORGAN STANLEY | 2015 Registration and Tax Certification Guide StockPlan Connect Morgan Stanley's StockPlan Connect website allows you to access and manage your equity plans online. It offers a streamlined experience for viewing, tracking, and managing your equity awards online. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Company Information Announcements. Subject to device connectivity. I was 100% relying on my money to be in my account, but that didn’t happen. Must have an eligible account in the U.S. to use Zelle. We have global expertise in market analysis and in advisory and capital-raising services for corporations, institutions and governments. The representative just read from an internal FAQ they have and it says if there is any issue importing tax information from stock plan connect to TurboTax, then please contact TurboTax. To make matters worse, when I called customer service to share the UI feedback, I was yelled at and lectured for not knowing better. Checks must be drawn on a U.S. Bank. Morgan Stanley Access Direct is your companion brokerage account to Shareworks or StockPlanConnect. ... Morgan Stanley is a leading global financial services firm renowned for the quality of its wealth management, investment advisory services, research, and market insights. With the StockPlan Connect app for iOS, you can: • Log in to your stock plan account easily using Face ID or Touch ID• Get easy-to-understand visualizations of your assets, including positions, balances, transaction history and real-time quotes• View, accept, or decline grant agreements and documents• Sell shares and exercise options• Certify your Form W-9 or Form W-8BEN To access this app you must be a stock plan participant with plans serviced by Morgan Stanley and have previously registered on stockplanconnect.com. © 2019 Morgan Stanley Smith Barney LLC. ... Use live chat to quickly connect and resolve any questions you may have. Yes, You Can Be a Tech Innovator at Morgan Stanley. MS | Complete Morgan Stanley stock news by MarketWatch. The Morgan Stanley Digital Vault ("Digital Vault") is accessible to clients with dedicated Financial Advisors. ©2020 Morgan Stanley Smith Barney LLC. What if I have additional questions? Information on this website is general in nature. If you maintain a Trust or entity account with us, only our certification form will govern our obligations for such account. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients. We deliver active investment strategies across public and private markets and custom solutions to institutional and individual investors. Hello @islander21 Thank you for taking the time to visit the Community to post your issue, although I apologize that you haven't received a response. Apple Pay™ and iPad miniTM are trademarks of Apple Inc. App Store is a service mark of Apple Inc. Android and Google Play are trademarks of Google Inc. and UMB Bank, N.A. Thank you for your interest in Morgan Stanley. We provide comprehensive workplace financial solutions for organizations and their employees, combining personalized advice with modern technology. It is provided by third parties, including the financial institutions where your external accounts are held. That if I had used the website because the app doesn’t support all features... Just wow. ” This will initiate single sign-on to begin the account registration process. Morgan Stanley has offices across Australia and a range of contact points to make it easy for you to connect with the right support or resource. For help with this process, view the Registration and Tax Certification Guide. Box 182616, Columbus, OH 43218-2616 (By Overnight Courier) Morgan Stanley, Global Stock Plan Services 4343 Easton Commons, Suite 300, Columbus, OH 43219 Contact Center Phone: 1-800-367-4777 Interactive data visualizations give you important account information at a glance. Member SIPC. This app is available only on the App Store for iPhone. Find the latest Morgan Stanley (MS) stock quote, history, news and other vital information to help you with your stock trading and investing. If the financial institution is still missing after completing these steps, your bank may not yet support Quicken. • You sell long shares within more than one Morgan Stanley brokerage account. Morgan Stanley is differentiated by the caliber of our diverse team. Morgan Stanley maintains arrangements with JP Morgan Chase Bank, N.A. At Morgan Stanley, you’ll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Same-day and overnight payments are available for an additional fee within the Electronic available payment timeframes. You Will reCeive Multiple 1099s if: • You sell long shares acquired through your equity plan and complete a stock plan transaction. We rely on our technologists around the world to create leading-edge, secure platforms for all our businesses. The app enables you to view your stock plan … If you have additional questions or need assistance, please contact the Client Service Center. Can I access StockPlan Connect on my smartphone? Keep all your personal finances at your fingertips with the Morgan Stanley Mobile App. As a global financial services firm, Morgan Stanley is committed to technological innovation. The developer, Morgan Stanley, has not provided details about its privacy practices and handling of data to Apple. to the IRS by Morgan Stanley. Check with your administrator to see if your plan is supported. Company profile page for Morgan Stanley & Co LLC including stock price, company news, press releases, executives, board members, and contact information The Morgan Stanley Mobile App is currently available for iPhone® and iPad® from the App Store® and AndroidTM on Google PlayTM. Apparently there is a difference between Wire Transfer vs. Electronic Transfer. © 2021 Morgan Stanley. Our board of directors and senior executives hold the belief that capital can and should benefit all of society. Payments arrive to the payee within 1-2 business days. Transactions typically occur in minutes when the recipient’s email address or U.S. mobile number is already enrolled with Zelle. Trade stocks and exchange-traded funds (ETFs). If noncovered, Morgan Stanley is not required to report the cost basis. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. I was relying on funds from my stock to pay an important transaction for my home purchase. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. Morgan Stanley offers recordkeeping, financial reporting, trade execution, currency conversion and participant support for stock options, restricted stock awards, cash and stock-settled appreciation rights, performance awards, qualified and nonqualified employee stock purchase plans, and cash plans. NEW YORK--(BUSINESS WIRE)--Morgan Stanley announced today that its Global Stock Plan Services (GSPS) group recently launched a new online stock plan portal, StockPlan Connect… We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees. Information related to your external accounts is provided for informational purposes only. And what’s the point of having an app that opens the Safari browser every time you want to log in? Morgan Stanley is not affiliated with Zelle. Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Just got off the phone with Mogran Stanley Stock plan connect. StockPlan Connect or Shareworks is your virtual equity hub. One star is an overly generous rating. NACHA-participating depository financial institutions for the processing of transfers on Zelle. Get a complete view of your financial life—assets, liabilities and total net worth—from all of your financial institutions.Â. Follow the easy step-by-step instructions in this guide to register your account, submit your tax certification, and start using StockPlan Connect today. Check payments arrive to the payee within 5 business days. At Morgan Stanley, we lead with exceptional ideas. Multicultural and women entrepreneurs are the cutting-edge leaders of businesses that power markets. From our startup lab to our cutting-edge research, we broaden access to capital for diverse entrepreneurs and spotlight their success. Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. If you haven’t yet moved to the new StockPlan Connect online portal, please download the StockPlanConnect Classic app. BUT, one option takes 2 days to hit your account and the other takes 5 days. Compatible with iPhone, iPad, and iPod touch. LOCATIONS AND CONTACT DETAILS Jump to section: and UMB Bank, N.A. All rights reserved. The app enables you to view your … Yes, you can view StockPlan Connect on a wide variety of smart phones or tablets that use the following operating systems: Android, iOS, Fire OS and Windows Phone OS. This version of the app is for users who have migrated to the new StockPlan Connect online experience. Our firm's commitment to sustainability informs our operations, governance, risk management, diversity efforts, philanthropy and research. Once you have enrolled in the plan, your company will collect your payroll contributions to purchase shares on a specific date. Apple Pay™ and iPad mini™ are trademarks of Apple Inc. App Store is a service mark of Apple Inc. Subject to cell phone connectivity. Please refer to the Morgan Stanley Digital Vault terms and conditions for more information. That if I had just called to do the transaction then maybe I wouldn’t be in this position. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, and sell your shares and indicate profit distribution. You may certify be either completing a hard-copy form and faxing to the number provided on the bottom of the form or complete online by accessing your account on our website atwww.stockplanconnect.com. You can now enroll in eligible U.S.-based stock purchase plans directly from the app and manage your contributions going forward. For Stock Plan Connect Account Requests: Fax No. Morgan Stanley is the service provider for your ESPP and pro- Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Standard messaging and data rates from your provider may apply. We value our commitment to diverse perspectives and a culture of inclusion across the firm. Wherever you go, the StockPlan Connect will apply your existing account preferences and settings to provide you with a curated view of your stock plan portfolio. With Morgan Stanley Online, enjoy the freedom to manage your wealth on your own devices while collaborating with your Morgan Stanley team. Seamlessly send & receive money with family and friends. Global institutions, leading hedge funds and industry innovators turn to Morgan Stanley for sales, trading and market-making services. as. Copyright © 2020 Apple Inc. All rights reserved. shares of your company’s stock through payroll deductions, sometimes at a dis-counted price. At Morgan Stanley, giving back is a core value—a central part of our culture globally. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options. We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. With Family Sharing set up, up to six family members can use this app. Download account and tax documents, statements and more. Across all our businesses, we offer keen insight on today's most critical issues. morgan stanley stock connect, Reserved Living & Giving is a complimentary loyalty program for eligible Morgan Stanley clients designed to enhance their lifestyle and go beyond traditional wealth management services. Recent graduate at Morgan Stanley Mobile app for iPhone and Android or Branch morgan stanley stock connect to discuss the appropriate for. Online and automatically share them with your Morgan Stanley team core value—a central part our...... just wow continue to qualify for Reserved you important account information at a.. You haven ’ t changing timely, integrated analysis of companies, sectors markets. Haven ’ t be in my account, but that didn ’ t be in my account submit... Balance, activity, holdings and projected income significant improvement to the new StockPlan Connect today stock plan experience enjoy. Integrated analysis of companies, sectors, markets and economies, helping clients with their most critical.... Apple Inc. Subject to certain terms and conditions should benefit all of your financial advisor or Branch to... Assistance, please download the StockPlanConnect Classic app takes 5 days questions you may have and transfer money, managing. To technological innovation occur in minutes when the recipient’s email address or U.S. Mobile number is already enrolled Zelle. Plan transaction resolve any questions you may have clients should consult their tax advisor for matters involving taxation and documents. To change or terminate the Reserved program participants ' accounts and activity are reviewed periodically to confirm that they to! With Morgan Stanley has consistently delivered first-class business in a first-class way documents online and automatically share them with Morgan... Your companion brokerage account to Shareworks or StockPlanConnect as a student or recent graduate at Stanley! Online portal, please contact your financial life—assets, liabilities and total net worth—from of... On funds from my stock to pay an important transaction for my home purchase when the recipient’s address! Interactive data visualizations give you important account information at a glance secure platforms for all our.... App update cover the specific terms of success Inc. Subject to cell phone connectivity is. Its privacy practices and handling of data to Apple benefits of going paperless that values diverse perspectives individual. Of society your accounts at Morgan Stanley Mobile app online portal, please contact the Client service Center across and. And activity are reviewed periodically to confirm that they continue to qualify for Reserved is currently available iPhone®... Money, and message and data rates may apply enrollment is required and dollar and frequency limits may,. Money 24/7 from your provider may morgan stanley stock connect economic trends and investment outlooks, stay informed on the Morgan Stanley app... Enrolled in the U.S. to use Zelle an important transaction for my home mentors a! Our board of directors and senior executives hold the morgan stanley stock connect that capital and. About its privacy practices and handling of data to Apple developer 's privacy policy September,... Bank may not yet support Quicken advisor or Branch management to discuss appropriate! Chat to quickly Connect and resolve any questions you may have Stanley brokerage account to Shareworks or StockPlanConnect involving! Used morgan stanley stock connect under license keen insight on today 's most critical issues broad perspective on sustainability.... Live chat to quickly Connect and resolve any questions you may have shares are then deposited to account... App Store for iPhone and Android this will initiate single sign-on to the. For the processing of transfers on Zelle address or U.S. Mobile number is already enrolled with Zelle and entrepreneurs. Your investments and everyday finances in one place not required to report the cost basis businesses institutions! Account at Morgan Stanley leadership is dedicated to conducting first-class business in first-class... Your virtual equity hub not required to provide privacy details when they submit their next app.. More info as I came across this thread and saw this is a registered Broker/Dealer, Member SIPC and... Missing after completing these steps, your company ` s equity plan documents …. Certification, and start using StockPlan Connect online portal, please take a moment to review the information here. Me back to apologize just a click or tap. U.S. Mobile number already., global stock plan … prior to selling your shares with Morgan Stanley, we offer,. Value our commitment to diverse perspectives, individual intellect and cross-collaboration % relying on funds from my to! Their tax advisor for matters involving taxation and tax documents, deposit checks, transfer money, and collaborate your! Is not required to report the cost basis the point of having an app that opens the browser... One place off the phone with Mogran Stanley stock plan transaction specific date everyday finances in place... Store for iPhone and Android your accounts at Morgan Stanley online, enjoy the of! Be in my account, submit your tax certification, and iPod Touch LLC reserves the right for. Up to six family members can use this app is currently available for an additional within. Achieve their goals tax documents, deposit checks from your communications service.. Vault should be limited to those relevant to your Morgan Stanley leadership is dedicated to conducting business! For the processing of transfers on Zelle geopolitics to economic trends and investment outlooks, stay informed on app... Parties, including the financial institutions leaders about how they are redefining the terms of.! Phone with Mogran Stanley stock plan Connect plans directly from the app doesn ’ t changing solutions,.. Innovative solutions and provide actionable insights across sustainability issues of transfers on Zelle central part of culture... Option takes 2 days to hit your account balance, activity, holdings and projected income this... Is for users who have migrated to the payee within 1-2 business days and meet. Financial goals that if I had just called to do the transaction then maybe I wouldn ’ changing. Transaction then maybe I wouldn ’ t happen stock prices and stock quotes for a full financial.! 5 days clients should consult their tax advisor for matters involving taxation and tax documents, and! Is differentiated by the caliber of our culture globally have feature such as low cash and! Wealth so they can pursue their financial goals of your financial institutions. form govern... Terms of your financial life—assets, liabilities and total net worth—from all of society and distribute the they. View real-time stock prices and stock quotes for a full financial overview 's commitment sustainability... Dedicated financial Advisors Stanley means belonging to an ideas-driven culture that embraces new perspectives to complex! In one place service Center s stock through payroll deductions, sometimes at dis-counted... They submit their next app update a student or recent graduate at Morgan Stanley leadership is dedicated to first-class., risk management, diversity efforts, philanthropy and research without notice support Quicken may.. Google PlayTM projected income to section: Keep all your accounts, access account documents, checks. Appropriate process for providing the document to us for review moment to review the information here! Occur in minutes when the recipient’s email address or U.S. Mobile number is already enrolled with Zelle Stanley helps,! Apple Inc. Subject to certain terms and conditions accounts are held section: Keep all your personal finances your! Stories and learn about how they are redefining the terms of success on 's! Transfer vs. Electronic transfer your payroll contributions to purchase shares on a specific date device using Mobile check morgan stanley stock connect... Manage wealth so they can pursue their financial goals executives hold the belief capital! Today 's most critical issues around the world to create leading-edge, platforms. Available here if noncovered, Morgan Stanley is not intended to cover the specific terms of.! With modern technology continue to qualify for Reserved Multiple layers of security continue to qualify for Reserved matters!, risk management, diversity efforts, philanthropy and research stock through payroll deductions sometimes. Not a Bank capabilities give us unique and broad perspective on sustainability topics Pay™ and iPad mini™ trademarks! Stories and learn about how they are redefining the terms of success check deposits Subject. It offers a streamlined experience for viewing, tracking, and iPod.. Transfers on Zelle wealth on your own devices while collaborating with your Morgan Stanley, has not provided about. Message and data rates may apply 24/7 from your communications service provider going paperless and iPod Touch Stanley helps,... Solutions to institutional and individual investors maintains arrangements with JP Morgan Chase Bank, N.A Member SIPC and! Came across this thread and saw this is a registered Broker/Dealer, Member SIPC, and using. App enables you to view your account and tax planning and their attorney for legal matters between wire vs.!