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Morgan Stanley Not Downloading Transcations.

Sparky54

I am a long time user of Quicken and downloading transactions from my financial instiutions. For some reason my Morgan Stanley transactions have not been downloading for a few weeks. I have tried decativating and resetting the accounts with no success. Is this a MS issue or a Quicken issue. I have also tried to download directly from MS but the do not seem to offer that option that I can Find.

Thank You

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Comments

Quicken Jasmine

Hello @Sparky54,

Thank you for reaching out to the Quicken Community, though I apologize that you are experiencing this issue.

Before I can further assist you, I require some more information. What is your connection method with Morgan Stanley? You can see the connection method by navigating to Tools > Account List. Are you receiving any error codes or messages when attempting to download transactions? Did this issue begin to occur after a recent application update?

I look forward to your response.

Sparky54

Direct Connect. No error messages….can't confirm one way or the other about the update. Current release is R52.20. I am also checking with MS ends do see if there are any issues. Waiting for response

Sparky54

BTW way it shows as connecting as usual but no transactions downloaded since 8/23…and I know there are quite a few

Quicken Jasmine

Hello @Sparky54,

I have sent you a direct message, please navigate to the inbox in the top right-hand corner of the Community page and check your inbox.

Thanks!

Quicken Jasmine

Hello @Sparky54,

If you haven't already, I suggest you try to deactivate all accounts for this financial institution, then force Quicken to "discover" all available accounts and see if this will help resolve it. Please, follow the instructions below in order to do so. It is recommended to save a backup before proceeding (just in case).

Open the Account List in Quicken (Tools > Account List OR Ctrl + A)
If present, select the Show Hidden Accounts checkbox at the bottom of the Account List
Edit each account with this financial institution to Deactivate (or Remove From One Step Update) on the Online Services tab
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.
When finished, close the Account List
Close, then re-open Quicken
Navigate to Tools > Add Account
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
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.

Let us know how it goes!

Sparky54

After 3rd call to Quicken Suport we were able to fix. Thanks for your help I had done all the things you suggested in your email awhile ago.

Quicken Jasmine

Hello @Sparky54,

Thank you for coming back to update us, we are happy to hear that you were able to reach a resolution!

Would you mind sharing the troubleshooting steps that were taken so that other users may find assistance with this thread?

Please do not hesitate to reach out with any further questions or concerns.

SteveH28

I've been having this problem as well. Please provide the steps required to fix this. I've already tried de-activating and re-activating and linking my accounts, but that hasn't fixed the problem.