How to Connect Perplexity to Your Shareworks by Morgan Stanley Account Using Truthifi

Searching for "Perplexity Shareworks by Morgan Stanley"? You're in the right place. Shareworks by Morgan Stanley is where equity compensation lives — RSU grants, stock option exercise windows, ESPP enrollment, performance share units, and for private-company employees, cap table positions. Until now, getting "Perplexity for Shareworks" meant copying grant summaries from the portal into a Perplexity query and hoping the outside research it pulled back was relevant to your actual numbers.

Truthifi changes that. With a Perplexity Shareworks by Morgan Stanley connection using Truthifi, Perplexity can pull your live Shareworks equity data and then do what it does best: combine your private grant data with up-to-the-minute public research, complete with citations. Need to know how your company's stock compares to sector peers right now? Want current Morgan Stanley at Work news? Need the latest IRS supplemental withholding rate on RSU income? Perplexity will anchor the answer in your real Shareworks data and cite the public sources. The connector is read-only, never stores your Shareworks credentials, and cannot exercise options or sell shares.

This guide walks you through setup (about 5 minutes), explains what Truthifi allows and blocks with your Shareworks data, and shows the kinds of research-heavy equity questions Perplexity handles especially well.

2. What You Need

• Active Shareworks by Morgan Stanley account with web portal or mobile access enabled

• Perplexity Pro plan ($20/mo) — required for MCP connector support

• Your Shareworks portal login credentials ready for the aggregator handoff

• Free Truthifi account at truthifi.com

• About 5 minutes for first-time setup

• Comparing options? See /connect/chatgpt-shareworks

3. How to Connect Perplexity to Your Shareworks by Morgan Stanley Account

Ready to connect Perplexity to financial accounts? Here's how to link Perplexity to your Shareworks profile using Truthifi.

1. Open Settings in Perplexity. Go to perplexity.ai. Click your profile → Settings → Connectors.

2. Add the Truthifi connector. Choose Add custom connector. Enter Name: Truthifi, MCP URL: https://api.truthifi.com/mcp. Click Connect.

3. Authorize your Shareworks accounts. Perplexity redirects you to Truthifi's OAuth screen. Sign in to your Truthifi account, choose Shareworks by Morgan Stanley from the institution list, complete the BAA/Plaid/Yodlee aggregator handoff with your Shareworks credentials, and select which equity grants and accounts to share with Perplexity.

4. Use the Truthifi tool in research mode. In a new query, select Truthifi from the connectors menu. Perplexity will use your live Shareworks data as part of its research answer, alongside web sources.

5. Verify the connection. Ask: "Using my actual Shareworks RSU vesting data, research the current federal supplemental withholding rate on RSU income and calculate my estimated tax on my next vesting event. Cite your tax sources." If Perplexity responds with your real figures plus citations, you're live.

[Connect Perplexity to Shareworks by Morgan Stanley →]

Your Shareworks account is now linked to Perplexity for research-grade equity-compensation analysis with citations.

4. Example Prompts for Perplexity

• RSU Tax Rate Research — "Pull my next three RSU vesting events in Shareworks. Research the current federal supplemental withholding rate on equity compensation income and any state-specific rates for my state. Cite the IRS and state tax authority sources and estimate my withholding for each event."

• Stock Price and Analyst Coverage — "Using my current Shareworks equity position in [my employer's stock], research the most recent analyst price targets, earnings estimates, and consensus rating for the stock. Cite the sources and tell me how my vested grant value compares to the analyst consensus upside and downside."

• ISO AMT Research — "Using my vested ISO grants in Shareworks, research the current alternative minimum tax (AMT) exemption amounts and phase-out thresholds for this tax year. Cite the IRS sources and estimate my AMT exposure if I were to exercise all vested ISOs today."

• Morgan Stanley at Work News — "Research the most recent news about Morgan Stanley at Work and the Shareworks platform — product updates, AI features, regulatory filings, or competitive commentary. Cite the sources and tell me anything relevant to an employee who holds equity on the platform."

• ESPP Market Comparison — "Pull my current Shareworks ESPP contribution and discount. Research how typical ESPP discount rates (10-15%) and offering structures compare across major employers this year. Cite the sources and tell me whether my ESPP terms are competitive."

• Sector Concentration Research — "My Shareworks equity is concentrated in [my industry sector]. Research the current market consensus on that sector — analyst sentiment, recent performance versus the S&P 500, and any news that could affect my holdings. Cite the sources and tell me what it means for my concentration risk."

• Post-IPO Lock-Up Research — "If my company has recently IPO'd, research the typical lock-up period length, what usually happens to share price at lock-up expiration, and any published data on optimal selling strategies after lock-up. Cite the academic and financial planning sources."

• Equity Comp Tax Planning Calendar — "Using my Shareworks grant data, research the key equity-comp tax planning deadlines for this year — supplemental withholding due dates, AMT payment schedules, 83(b) election windows, ESPP qualifying disposition holding periods. Cite the IRS sources."

5. Why Truthifi?

5.1. Security

Your Shareworks username and password never touch Truthifi's servers. Authentication occurs directly through Shareworks's aggregator handoff (BAA, Plaid, or Yodlee), creating a read-only, protocol-enforced connection secured with AES-256 encryption. Perplexity receives only scoped data tokens. You maintain complete control and can revoke access anytime from your Shareworks portal or your Truthifi dashboard.

5.2. Privacy

Your financial data stays under your complete control when using Truthifi. We never store login credentials from Shareworks by Morgan Stanley or any institution. You decide which specific grants or accounts Perplexity can access. Data is not sold to third parties, and connecting Perplexity does not grant access to any other AI you have connected through Truthifi.

5.3. Audit Trail

Every MCP data request is logged. When Perplexity pulls Shareworks data into a research answer, the timestamp and specific fields accessed are recorded in your Truthifi dashboard. You can see exactly what was used to ground each answer — which pairs naturally with the citations Perplexity already shows for web sources.

5.4. Data Quality

When Shareworks delivers raw equity data through its aggregator partners, grant records and vesting milestones can be inconsistent. Truthifi rebuilds that history from multiple aggregation sources, normalizes grant and security records, and resolves timing mismatches. The result: Perplexity's research answers are grounded in clean data, not raw aggregator output.

6. About Perplexity

Perplexity is an AI answer engine that combines large language models with real-time web search and built-in citations. The Perplexity Pro plan ($20/mo) is required for custom MCP connectors, including the Truthifi integration.

For Shareworks specifically, Perplexity shines when the answer depends on combining your private grant data with the outside world — current tax rates, analyst coverage of your employer's stock, Morgan Stanley at Work platform news, ESPP industry benchmarks, or post-IPO lock-up research. Perplexity will pull your live Shareworks figures from Truthifi and cite the public sources it used to compare or contextualize them. If you want equity analysis with sources you can click through, Perplexity is a strong fit.

7. About Shareworks by Morgan Stanley

Shareworks by Morgan Stanley is an equity compensation and stock plan administration platform that serves employees of public and private companies managing RSUs, stock options, ESPPs, PSUs, and ESOPs. The original platform was built by Solium Capital, founded in 1999 in Calgary, Alberta, Canada. Morgan Stanley acquired Solium Capital in May 2019 for approximately CAD$1.1 billion (US$900 million) — a 40% premium over Solium's trading price — and rebranded it as Shareworks by Morgan Stanley.

Today, Morgan Stanley at Work serves more than 3,400 stock plan clients globally (including Shareworks and E*TRADE Corporate Services) as of July 2024. In 2025, Morgan Stanley opened AI agent access to the Shareworks and Equity Edge platforms. Third-party read-only access is brokered through BAA, Plaid, and Yodlee.

• Headquarters: New York, NY

• Founded: 1999 (as Solium Capital; acquired by Morgan Stanley 2019)

• Parent: Morgan Stanley

• Scale: 3,400+ stock plan clients globally as of July 2024

• Authentication: Username/password and two-factor authentication via the Shareworks portal or mobile app

• Data aggregators: BAA, Plaid, Yodlee

• Supported account types: RSUs, Stock options (ISO/NSO), ESPP, PSUs, ESOPs, Cap table management, Equity grant administration

Shareworks website → · About Shareworks →

8. Frequently Asked Questions

Is it safe to connect my Shareworks account using Truthifi?

Yes. Your Shareworks login happens on Shareworks's own authentication screen through the aggregator handoff (BAA, Plaid, or Yodlee). Your username, password, and MFA codes never pass through Truthifi's servers. Perplexity receives only a scoped, read-only data token — it cannot exercise options, sell shares, or change Shareworks settings. Every data request is logged, and you can revoke access at any time. Full details at https://truthifi.com/security.

Truthifi security overview →

What can Truthifi actually do with my Shareworks data?

Truthifi pulls equity grants, vesting schedules, strike prices, ESPP details, and PSU data from your Shareworks account and exposes them to Perplexity through a read-only MCP connector. Perplexity uses that data as part of its research-and-cite answers alongside live web sources. It cannot exercise options, sell shares, or change anything on Shareworks.

Do I need a paid Perplexity plan to use this with Shareworks?

Yes. To use Perplexity with Truthifi, you need a Perplexity Pro subscription at $20/mo. Custom MCP connectors are gated to paid plans. Free Perplexity cannot add the Shareworks integration.

Where is my Shareworks data stored?

Your equity and grant data is fetched on demand from Shareworks's aggregator feeds via Truthifi, used during the active Perplexity query, and not retained in Perplexity memory between sessions. Truthifi caches a normalized history so Perplexity has consistent context, and you can clear it from your dashboard at any time.

How do I disconnect Perplexity from Truthifi?

Open Perplexity → Settings → Connectors → find Truthifi → Disconnect. You can also revoke access from your Shareworks portal or your Truthifi dashboard. Disconnecting Perplexity does not affect any other AI you have connected through Truthifi.

How does Truthifi compare to other options for Shareworks?

What about my financial advisor or equity-comp specialist?

Perplexity does not replace your advisor. It complements the relationship by surfacing your grant data plus cited outside sources you can bring to meetings — current tax rates, analyst coverage, ESPP industry benchmarks, or post-IPO research.

What Shareworks account types does Truthifi support?

Truthifi supports Shareworks RSU grants, stock options (ISO/NSO), ESPP accounts, PSUs, and ESOP positions when they appear in the aggregator feed. You can pick which subset to share with Perplexity.

Does Perplexity show citations when it uses my Shareworks data?

Yes. Perplexity continues to cite web sources for any public-data part of an answer — tax rates, analyst views, platform news. For the private Shareworks portion, it shows that the figures came from your Truthifi-connected grant data. Your audit log in Truthifi records the exact fields used.

Can Perplexity look up the current tax rate on my RSU vesting events?

Yes. This is a great fit for Perplexity. It can pull your upcoming Shareworks vesting events from Truthifi, search for the current federal and state supplemental withholding rates, and present the estimated withholding with citations for each tax authority source.

Can I connect Perplexity and ChatGPT to the same Shareworks account?

Yes. Each AI connection using Truthifi is independent. You can revoke either one at any time without affecting the other.

Does this replace Shareworks itself?

No. Shareworks remains the system of record for your equity. Perplexity + Truthifi is for research-style questions and decisions.

How is Perplexity different from Claude for Shareworks analysis?

Claude is built for long-form structured analysis — ISO exercise frameworks, concentration-risk memos, year-end tax planning documents. Perplexity is built for research with citations — current tax rates, analyst coverage, platform news, ESPP benchmarks. Many Shareworks users keep both.

Is there a Free Perplexity path for this?

No. The Shareworks integration requires Perplexity Pro ($20/mo). Truthifi also supports free clients like OpenClaw if cost is a concern.

Who can see my Shareworks data?

Only you, and only Perplexity during an active query where Truthifi is selected as a connector. Truthifi does not sell data, does not earn commissions on Shareworks products, and does not share your data with advertisers.

Subject to Perplexity privacy policy.

9. MCP Integration Paths

MCP (Model Context Protocol) is the open standard that lets AI agents like Perplexity talk to external data sources through a structured, read-only interface. When you connect Perplexity to Shareworks by Morgan Stanley using Truthifi, you are using a Truthifi MCP connector — infrastructure that translates Perplexity's research queries into safe, scoped MCP API calls against your live Shareworks data.

Truthifi runs MCP servers across finance: MCP banking, MCP investment, MCP brokerage, MCP crypto. Each connector is read-only, protocol-enforced, and audit-logged. For Shareworks, the MCP investment integration covers RSU grants, stock options, ESPP accounts, PSUs, and cap table positions.

For developers, Truthifi's MCP API is documented for custom MCP integration work — building citation-aware equity dashboards or pipelines that route Shareworks grant data into other MCP-aware clients. The same security model applies: no credentials, read-only scopes, full audit trail.

• 📈 AI Investing & Trading — AI stock analysis, AI portfolio management, AI trading signals.

• 💰 AI Budgeting & Personal Finance — AI budgeting apps, AI savings tools, AI expense tracking.

• 🏦 AI Banking & Fintech — AI digital banking, AI fraud detection, AI compliance.

• 🤖 AI Financial Advisors — AI wealth management and AI financial planning.

• 🌐 AI in Finance: The Big Picture — Generative AI finance and AI applications in financial services.

• ChatGPT + Shareworks guide

• Claude + Shareworks guide

• Grok + Shareworks guide

• OpenClaw + Shareworks guide

Informational only. Not financial advice. Equity compensation is complex and has significant tax implications; consult a qualified financial advisor or CPA before making decisions. Truthifi is an independent platform and is not affiliated with Shareworks by Morgan Stanley or Morgan Stanley. This guide reflects current product functionality as of June 2026.

SEO Panel

Title: Perplexity Shareworks by Morgan Stanley — Connect Using Truthifi | AI Equity Research Meta Description: Connect Perplexity to your Shareworks by Morgan Stanley account using Truthifi. Live RSU data, tax rate research with citations, analyst coverage, read-only MCP connector. Setup takes 5 minutes. H1: How to Connect Perplexity to Your Shareworks by Morgan Stanley Account Using Truthifi Canonical URL: https://truthifi.com/connect/perplexity-shareworks