One Step Update - Morgan Stanley Wealth Mgmt - Not Updating

tbb810

SInce my last successful update 3/24/22, One Step Update summary for my Morgan Stanley Wealth Mgmt accounts shows error code OL-362-A: Your financial institution has downloaded data for an account that does not exist in your Quicken data file. I have deactivated & then activated each Morgan Stanley account for downloads of transactions. All my Morgan Stanley accounts are in Quicken. My Morgan Stanley accounts have not been updated since 3/24/22. Can you help?

Quicken Anja

Hello @tbb810,

Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

First, please save a backup before attempting any troubleshooting instructions (just in case).

If you haven't already, I suggest you try to deactivate all accounts for this financial institution again (unless they are already deactivated currently), then force Quicken to "rediscover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so.

1. Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
2. If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
3. Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
4. Click on the General tab and remove any info displayed in the Financial Institution, and Account/Routing Number fields. Note: The account must be deactivated first before these fields can be edited.
5. When finished, close the Account List
6. Close, then re-open Quicken
7. Click the Add Account button at the bottom of the Account Bar on your main view
8. Walkthrough this process as if you were going to add a new account, providing the login credentials and answering any security questions/processes presented until you reach the screen where Quicken displays the Accounts Discovered at the financial institution
9. Very carefully LINK each of the found accounts to the appropriate account you already have set up in Quicken.

Once that is done, see if the issue still continues to persist.

Also, please be advised that we do have an active Alert currently open on Morgan Stanley Wealth Management. More information as well as any and all available updates on the issue reported can be found in this Community Alert. While the error code reported in the Alert is different from that of which you mentioned, it could possibly be related.

I hope this helps!