Shareworks Reviews

Logging in in order to gauge whether to exercise Stock Options or not is thoroughly onerous. FaceID never works, but did a few years ago since the acquisition by ETrade. Must pull out credentials in order to assess the state of portfolio. I am tempted to transfer actual stock holdings to Ameriprise to at least afford myself some agility on that non-Option front.

Terrible app. Terrible company.

The most unreliable trading platform in the market.

They will cost you thousands as you watch the market move and find yourself totally unable to log into the system. When you do log in you get endless error messages. Don’t bother calling customer service at those times, they can’t login either and can’t note that you even called in.

When you try to ask them to make things right, they will just claim that they have no evidence that you did anything, which of course is true because their system totally crashes and doesn’t record any attempts to login or transact.

When you try to ask them to make things right, they will just claim they have no evidence that you did anything, which of course is true because their system totally crashes and doesn’t record any attempts to login or transact.

When I am trying to login Shareworks it shows a message that I need to login using the browser and complete “some” steps. It doesn’t tell me what needs to be done to enable this access again.

So now I am stuck trying to decipher what to do on the web app, but there is nothing I do there that unlocks the step for me to log back in using the mobile app.

Bad user experience.

Shareworks wanted me to call in to support to enable Face ID which seems weird. When I did they tried upselling their money management plans. Once I got through the security checks I was able to enable Face ID but every time I kill Shareworks and relaunch there is a Face ID error alert that shows up. Please fix this and allow folks to self serve via Shareworks vs. calling into support to upsell.

Bugged, shows little info about activity, not ready for iPhone with notch camera. Sometimes unresponsive. Need to click several times on an option at bottom of screen to get results. Overall screen layout not ready for iPhone X, XS, 11, 11S and 12. Does not show dividend activity.

You app UI is larger that the iPhone screen and has been for over a year. The home swipe icon covers the bottom menu bar. How have you guys not addressed this yet?! What a terrible experience and missing many key features. How have you not enabled users to transfer funds in from external accounts and give you their money?! So many misses.

Shareworks is supposed to be for Morgan Stanley Stock Plan Administrators. Could not log in with same credentials as web site so I called. After spending nearly 2 hours on the phone with Morgan Stanley and getting bounced from one department to another and back to the same guy (Roger) in the original department, Level 2 support tells him “we do not support the this app mobile app on the iPhone.”. Why the heck is it on the Apple App Store then? I asked that question and they gave me yet another number to call. Very frustrating!

Software did not honor FIFO on a company equity share sell incurring over $1000 in taxes I should not have been liable for. Calling in was given a guarantee of 24 hour response on a ticket and had to call back 2 weeks later for a response. So, they will steal your money, open a ticket, blame you, and then not respond.

After the latest update, I’m not able sell via Shareworks . When I reported it to customer service, I got no response for 8 days (they claim to have a 24 hr response time). I had to send a follow up email and finally they responded that I should use the website or call them (the last time I called I was on hold for a very long time). It shouldn’t be this hard to initiate a trade.

Shareworks is overall ok despite being difficult to navigate. The most frustrating is the poor security integration on the iOS app. I cannot automatically get my password management application to identify this app which adds more friction to the login process.

Shareworks is terrible to use. There are a lot of issues with the UI, one of the biggest being that pages which require a numpad have no way of exited out of the keyboard once you finish type. This blocks the submit button so you’re essentially stuck on a page.

I’m surprised that one of the most basic operations of depositing money to the account is missing from Shareworks or is not intuitive to the user. Have to keep logging on to the website to do this. Hope this gets added to Shareworks soon.

Since there doesn’t appear to be a way to provide feedback through Shareworks , I’m doing it here —i wish there was a way to deposit funds through Shareworks

App works fine, but the layout is not updated properly for the iPhone with FaceId - bottom tabbar is tiny and extremely hard to tap.

Shareworks wants to be great but is a great example of how banks just struggle to build apps people can easily use.

Let me cite a few issues. Most recently, I had extra funds in the account. Took what seemed 800 emails to customer support (nice people and reasonably responsive to be fair), to figure out I couldn't exercise some options because this app wanted more cash to cover taxes. I'm sorry but that's not up to them to pay my taxes and when they extracted the extra thousands. I digress. The issue is that I could not easily exercise over that issue and Shareworks doesn't tell you that's the issue.

Can't pull cash out that's extra money because Shareworks has decided I don't have an account linked. Well guys, if that's the case, how did I exercise stock recently? Hmm. Add account workflow breaks again, saying you already have an account. Infuriating. Shareworks has a long way to go. I mean, a really long way to go.

It’s a simple app, which is nice that you won’t get so overwhelmed with options, but there’s no feature to see how much your investments have grown or lost since you first got them, which seems a bit weird for an investment/shareholder app to not have.

Worked well on my iPhone XS.

On my new phone it doesn’t recognize Face ID as available (it’s offering Touch ID…).

It’s not respecting the screen “safe area” so buttons are pushed all the way to the edge of the screen where they’re difficult to press.

Current version doesn’t fit the new size of the phone and notch display, causing buttons to be cut off or not accessible at all.

I have everything at my fingertips with this app and could quickly access my company stocks.

Unable to transact through Shareworks .