Online Login Assistance
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1 Online Login Assistance StockPlan Connect Participant User Guides Did you forget your StockPlan Connect User Name, Password, or Voice PIN? The following guide shows you how to recover and reset your credentials so that you can access and manage your equity compensation plan(s). StockPlan Connect User Name Process a step 1. User Name Process a Select Forgot User Name link in the login box. b Enter your company stock symbol and click Next Step. c Enter your address either your corporate address or the personal you have on file and identifying information, including your Social Security Number (SSN), Global Identification Number (GID), or Personal Unique Identifier (PUID). b c note: If the information you have entered does not match our records, please contact the Service Center at (U.S. participants) or (non-u.s. participants)
2 STEP 4: Delivery Preference d Select where you want to receive an that will include a link to help you retrieve your User Name. The link will expire 30 minutes after it has been sent. d e STEP 5: Check Your and Retrieve your User Name e Look for the with the link to view your User Name. f The personalized link within will take you to a page that displays the User Name(s) associated with your account. Click on the Return to Login button to return to the StockPlan Connect login page. f Password Process step 1. Password Process g Select Forgot Password link in the login box. g 2 Morgan Stanley 2014
3 h Enter your company stock symbol and click Next Step. h i Enter your User Name and identifying information, including your Social Security Number (SSN), Global Identification Number (GID), or Personal Unique Identifier (PUID. note: If the information you have entered does not match our records, please contact the Service Center at (U.S. participants) or (non-u.s. participants). i step 4: Delivery Preference j Select where you want to receive an that will include a link to help you reset your Password. The link will expire 30 minutes after it has been sent. j STEP 5: Check Your and Answer Security Questions k Look for the with the link to reset your Password. k 3 Morgan Stanley 2014
4 l For your added security, the personalized link will take you to a page where you will be asked to answer the security questions that you set up at time of account registration. l note: After three failed attempts to answer the security question, your account is locked and you will need to call the Service Center at (U.S. participants) or (non-u.s. participants). m n STEP 6: Set New Password m After correctly answering your security questions, you can reset your account Password. Enter and confirm your new Password. STEP 7: Confirmation n Click on the Continue to Login button to be taken to the login page. We will send you an indicating that your Password has changed. Voice Pin Process step 1. Voice PIN Process o On the StockPlan Connect login page, select Forgot Voice PIN link in the login box. o p Enter your company stock symbol and click Next Step. p note: If the information you have entered does not match our records, please contact the Service Center at (U.S. participants) or (non-u.s. participants). 4 Morgan Stanley 2014
5 q r s q Enter your User Name and identifying information, including your Social Security Number (SSN), Global Identification Number (GID), or Personal Unique Identifier (PUID). step 4 r Select where you want to receive an that will include a link to help you reset your Voice PIN. The link will expire 30 minutes after it has been sent. STEP 5: Check Your and Answer Security Questions s Look for the with the link to update your Voice PIN. t For your added security, the personalized link within will take you to a page where you will be asked to answer the security questions that you set up at time of account registration. t note: After three failed attempts to answer the security questions, your account is locked and you will need to call the Service Center at (U.S. participants) or (non-u.s. participants). u STEP 6: Create New Phone PIN u After correctly answering your security questions, you can reset your four digit voice pin. v STEP 7: Confirmation v Click on the Submit button. We will send you an indicating that your Voice PIN has changed Morgan Stanley Smith Barney LLC. Member SIPC. CRC /14 CS /14
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