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Planned Support for Morgan Stanley Cash / Investment Accounts
Hi - Morgan Stanley offers several accounts that can be used as both cash and investment accounts, under the URL morganstanleyclientserv.com
Automatic downloads from these accounts are supported in (removed), but not in either Quicken Windows or Quicken Mac. It might be because on setup you're forced to select the account type (Checking, Investing etc) but these accounts allow both.
Does your import partner support them, and if so what kind of account do a pick to find it?
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