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Vaampire

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My RSUs are held in Morgan Stanley, to my surprise there is no beneficiary option for RSUs anta because they are restricted stocks. So had to transfer them to brokerage and then add beneficiary.

Not sure if this is common knowledge, so wanted to share.

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4 hours ago, argadorn said:

Apple lawsuit … fatta 

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2 hours ago, Pavanonline said:

My RSUs are held in Morgan Stanley, to my surprise there is no beneficiary option for RSUs anta because they are restricted stocks. So had to transfer them to brokerage and then add beneficiary.

Not sure if this is common knowledge, so wanted to share.

In eTrade there is option to have beneficiary at Account level and it applies to all stock you buy or any RSU you are granted from your company. 

Are you referring to non-vested stocks? I did not what you mean by Transfer them to brokerage and then add beneficiary. Do you mean move them to a stock account from an RSU account and then add beneficiary? 

 

 

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3 hours ago, Konebhar6 said:

Are you referring to non-vested stocks?

No vested ones too.

 

3 hours ago, Konebhar6 said:

Do you mean move them to a stock account from an RSU account and then add beneficiary?

Yes, Morgan Stanley vadi brokerage account ki we can add beneficiary anta but not to Stock plan connect as per my discussion with customer care. So RSU's need to be moved to brokerage for beneficiary to apply ani cheppadu. May be it's specific to Morgan Stanley not sure.

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50 minutes ago, Pavanonline said:

No vested ones too.

 

Yes, Morgan Stanley vadi brokerage account ki we can add beneficiary anta but not to Stock plan connect as per my discussion with customer care. So RSU's need to be moved to brokerage for beneficiary to apply ani cheppadu. May be it's specific to Morgan Stanley not sure.

I will have to call eTrade and check with them. Its weird though. 

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9 hours ago, Pavanonline said:

My RSUs are held in Morgan Stanley, to my surprise there is no beneficiary option for RSUs anta because they are restricted stocks. So had to transfer them to brokerage and then add beneficiary.

Not sure if this is common knowledge, so wanted to share.

vammo, need to check, Morgan stanley antha Etrade ki move chesadu anukunta last year

I have beneficiaries for personal accounts, RSU account ki choodali

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