Morgan Stanley Wealth Management - trying to setup - crashed Quicken (Mac)

Trying to set up Morgan Stanley profile to Quicken and once we enter login info, it crashes. No error message. What am I missing? Called Quicken customer support as well and they couldn't solve it. Please help. Otherwise this software is just a waste of money for me.


  • Quicken Francisco
    Quicken Francisco Moderator mod

    Hello @DeeGP

    Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. I believe in this case it might help trying to see on a test file if we have a similar issue. This will give us a better idea of where exactly the issue is. You can do so by following the line down below. You can find file by going across the top left of the program.

    File > New > start from scratch > default categories > don't sync to mobile and web.

    Once you get the chance let us know what you're able to find out. From there we'll see if it's a continuous error and our next steps.


    Quicken Francisco

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