What account should i use for morgan stanley?

TannerG
Quicken Mac Subscription Member
Brokerage is not an option and when i do money market or checking it only shows how much cash i have in the account not the total of my investments
0
Comments
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What version of Quicken for Mac are you using?
Quicken offers three choices for "Morgan Stanley".
- Which one are you using?
- Have you tried the other two?
When you select one of the three choices and continue
- Have you clicked on the Advanced button, and made sure that Direct Connect is selected?
Your said "Brokerage is not an option"
- Can you post a screenshot? (to do this, just drag the screenshot file into your post and it will appear wherever the cursor is located.)
Something you might try:
- First create an investment account as an Offline Account (not connected to Morgan Stanley), then go into Account Settings > Downloads tab and Connect Account...Quicken Mac Subscription • macOS Monterey 12.6 on MacBook Pro 13" M10
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