Goldman Sachs Wellness vs Stock Plan Usage & Stats
Your benefits are so much more than vacation days. They also include personal financial guidance. There’s no charge to you – your employer picks up the bill – and it takes just minutes to get started. Register in just a few steps and then take your financial wellness assessment. We’ll uncover some areas of improvement and provide a score that you can track and improve over time. Select your focus and start working on the area of your finances that matters most to you, such as saving for an emergency or paying off your high-interest debt. Then, take action - use our tools or watch a seminar to move your financial plan forward. You can also schedule a call with a coach for guidance. All at your fingertips with the GS Wellness app.
Goldman Sachs Wellness is honored to receive Aite-Novarica Group’s 2022 Impact Award, which recognizes the innovative ways we're leveraging technology to deliver personalized guidance to support employees’ full financial lives. Nominees in the Financial Wellness category were assessed on the capacity of their digital tools to deliver financial coaching and connectivity to financial services to help individuals feel better about their finances today and more prepared to meet future needs and goals.
- Apple App Store
- Free
- Finance
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Designed exclusively for stock plan participants with share plans serviced by Morgan Stanley, the Morgan Stanley at Work app brings many features and key functionality of the desktop platform to your iOS devices. The app enables you to view your stock plan account balance and activity, check your award vesting schedules, sell your shares and exercise options
Interactive data visualizations give you important account information at a glance. The Morgan Stanley at Work app will apply to your existing account preferences and settings and provide you with a curated view of your stock plan portfolio. With the Morgan Stanley at Work app for iOS, you can:
• Log in to your stock plan account using Face ID or Touch ID
• Get visualizations of your assets, including positions, balances and transaction history
• 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 a share plan serviced by Morgan Stanley and have previously registered on atwork.morganstanley.com. 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®. Apple®, the Apple logo, iPhone®, iPad®, and iPad Air® are trademarks of Apple Inc., registered in the US and other countries. Apple Pay™ and iPad mini™ are trademarks of Apple Inc. App Store is a service mark of Apple Inc. Subject to cell phone connectivity. 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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters. © 2023 Morgan Stanley Smith Barney LLC. Member SIPC.
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- Apple App Store
- Free
- Finance
Store Rank
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Goldman Sachs Wellness VS. 
Stock PlanMarch 17, 2025