I have a Morgan Stanley Wealth Management linked checking and investment account. Both accounts update fine but reconciliation has a problem. I'd like to reconcile to the online balance. The investment account won't reconcile - it says to reconcile through the linked checking account - which is fine. However, the checking account requires paper information. It won't let me setup online reconciliation. The Registry/Gear icon/Edit account does not have an online services option which is where I think I need to set this option. Note the investment account DOES have this option but again, I recieve the error that it can't be reconciled and must be reconciled through the linked account.
Thanks for any input! TMC
Quicken Classic Business and Personal
RS 57.16 Build 27.1.57.16
Windows 10