Get Global Stock Plan Services

Go to Fidelity.com/toa. Click Start a New Transfer, then log in. 2. In the Firm Name field, enter Morgan Stanley Global Stock Plan Services.

DTC Deliveries:DTC# 0352, J.P. Morgan Clearing Corp.

To begin the process, you'll need to contact your other brokerage and have them initiate the transfer. They'll submit the transfer instructions to our clearing partner to transfer over your assets and funds. If you transfer all of your assets to another brokerage, we'll close your account.

A clearing number is a number assigned to a financial institution by the DTCC (the Depository Trust and Clearing Corporation). ... These numbers help financial institutions facilitate transfers of assets. Clearing numbers are required for account transfers.

Morgan Stanley's StockPlan Connect website allows you to access and manage your equity plans online.

For general account or technical support, you may contact us by telephone utilizing the following options: For assistance with Morgan Stanley accounts: 1 (888) 454-3965 (toll free) or +1 (801) 902-6997 (Outside the U.S.)

Morgan Stanley DTC Clearing Number: 0015.

Depository Trust Company (DTC) Provides securities movements for NSCC's net settlements, and settlement for institutional trades (which typically involve money and securities transfers between custodian banks and broker/dealers), as well as money market instruments. Vanguard's participant DTC number is 0062.

Go to Fidelity.com/toa. Click Start a New Transfer, then log in. 2. In the Firm Name field, enter Morgan Stanley Global Stock Plan Services.

Select which shares are sold using Lot Selection. Either choose for shares to be sold starting with the Earliest Acquisition First or define which shares you would like to sell by Acquisition Date. Then select either the Number of Shares you wish to sell or Sell 100% and Continue.