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Anyone having problems connecting to Morgan Stanley Online via Direct Connect

Tironius

After updating to version 9.0.3 (build 900.6065.100) on a Mac Mini running macOS Tahoe 26.4.1 I can no longer perform an update to Morgan Stanley Online through Direct Connect. Instead I am getting the following Alert Message: “Unable to access your client Profile, please call 800-531-1596 for assistance ERROR CODE 2001.

OFX Error: 2000”

Using Quicken Connect does not resolve the problem.

I checked an older version of Quicken (Version 7.10.1) on an older iMac running macOS Big Sure version 11.7.11 and it has no problems connecting to my profile. This issue occurred right after performing a software update to Quicke version 9.0.3. I believe the issue is with the new update. Need help to resolve this problem. Thanks.

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Tironius

Just checked an now the older iMac is no longer connecting to the Morgan Stanley accounts. I will investigate at Morgan Stanley's end.

Quicken Alyssa

Hello @Tironius,

Thank you for reporting the issue you are seeing.

Quicken for Mac may return an Error 2000 (sometimes displayed as OFX 2000 or Care Code 2000) when attempting to update or add accounts using Direct Connect.

To resolve this issue

This is a general error and should include a unique message provided by the financial institution explaining the action that is required.

In this example, instructions are provided to visit a website to relink Quicken. In some cases, the financial institution will provide a link that you will need to copy and paste into a web browser.

The exact messaging will be transmitted by the financial institution, making it easy to determine why Quicken is receiving this error.

Let us know what the bank says!

joehavlik320

yes even i was facing the same issue with this financial institution

Quicken Alyssa

@joehavlik320,

Thank you for adding to this discussion to let us know you were experiencing this issue as well.

Has this since resolved for you? Did following the steps in my previous response help?

Thanks again!

Sukhuaym

I have the same issue. I spoke with Quicken (who suggested using Quicken Connect) and Morgan Stanley (who couldn't help). Even after reconnecting my accounts via Quicken Connect - which is not ideal compared to Direct Connect - a more detailed error message is generated (Status_Termination_Timeout() / emptyAggregators, notAggregating).

Quicken Kristina

Hello @Sukhuaym,

Thank you for letting us know you're seeing this issue. To help troubleshoot, I checked your recent interaction with Support. The Support ticket indicates that connecting via Quicken Connect resolved the issue. Did it temporarily resolve the issue, then start throwing that more detailed error message? If so, when did the issue start happening again?

I look forward to your response!

Sukhuaym

Hi. You can relink the accounts (which was when I disconnected the call) and I thought things would be fine after that, but there is no update, and the more detailed error message came up.

Quicken Kristina

Thank you for your reply,

To clarify: it connects and everything looks good, but when you try to update the accounts, they don't update, and you see that error message? Does it give you any error code?

You mentioned that Morgan Stanley couldn't help when you spoke to them. Have there been any recent changes to their website and/or login process? Is there any 3rd-party authorization you need to complete on their site before it can connect with Quicken?

Thank you!