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Unable to add new Morgan Stanley Signature Savings account

JMH.JR

Unable to add new Morgan Stanley Signature Savings account to other accounts for download.

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jdparker225

@JMH.JR

Couple of questions:

How new is the account? You may need to wait a couple of business days for everything to be fully synced before you can set up one step update.
What financial institution do you try to connect with? Morgan Stanel - Cash Management, Morgan Stanely AT WORK, or Morgan Stanely Wealth Manegment?
Are your credentials accepted when you try to add?
Assuming it does accept your credentials, does it respeond with either no accounts found or other accounts found but your Signature Savings account not found?
Or is something else happening? (Like getting an error message.)
Can you log onto your account and download a QFX file?

Jim

ira.herman

I'm having the same problem. Have longstanding account at MS Wealth Mgmt which I access daily with one-step update. When I try to add Sig Savings, bank does not recognize my credentials. Can use same credentials to log into website with no problem. New account is about a week old. Can't find a QFX file. I think problem may be related to my current credentials go to morganstanleyclientserv.com whereas new account page wants to go to morganstanley.com. Don't know how to change.

UKR

I don't have these types of MS accounts, but …

In the Add Account dialog, when searching for Morgan Stanley, there also is a selection for Morgan Stanley - Cash Management.
Have you tried that yet?

If that doesn't work, I'd suggest that you call their support center during regular business hours.

jdparker225

@UKR, @ira.herman

I was thinking about how to respond to Ira. Agree that trying Morgan Stanley - Cash Management is the obvious thing to try. But…

He says, when trying to add the new account, that his credentials are not recognized. Yet he connects daily with OSU with his other MS Wealth Management account, which presumably would be with Morgan Stanely Wealth Manegment and that would mean that, somehow, when he added the old account his credentials must have been accepted. If that is not the correct one to get at his signature savings account, that, I would think, result in the the new account not being found rather than his credentials not being accepted.

Further, I don't know what is meant by "…my current credentials go to morganstanleyclientserv.com whereas new account page wants to go to morganstanley.com". You get to www.morganstanleyclientserv.com from www.morganstanley.com by clicking CLIENT LOGIN → Morgan Stanley Online.

So, I am a bit confused by this.

Jim

ira.herman

I had tried Cash Mgmt and it failed. I do intend to call Support, just wanted to see if there might be a quick fix. In Quicken, the Add Account page shows the login failure and a link to morganstanley.com. However, both my bookmark and password manager (which are working) show the MS target website to be morganstanleyclientserv.com. Also, when initially searching for the institution to add to Quicken, under MS Wealth Management it indicates 1 account linked already and the target is morganstanley.com. Pure speculation, but the existing, working account is 25 years old and I suspect my login is grandfathered in some manner. I am not trying, but I'll bet that if I reset the existing account I'd lose access. I'll call support, thanks for the advice!

dgidlof

Same issue, Unable to add new signature savings account. I opened the account last week and have been trying to get connected since then.

When I select "Morgan Stanley Wealth Management" it says I have 2 accounts linked, which is correct, just trying to add this 3rd account.

The 2 linked accounts have been updating and I can log into the web page and see all three accounts using the same credentials.

I deactivated the connection to one of my other accounts and when I tried to reconnect I get the same error message:

I had to restore my backup to get the connection to this account back and it is again updating.

Talked with Morgan Stanley support and they are reporting issues connecting with new savings account, they had no solution.

Update:

I worked with Quicken support for 2:45 before they said it was a Morgan Stanley issue.

Called back Morgan Stanley and spoke with 3 different people. Ended up talking with the Digital Support team. Learned they have now identified an issue with the Signature Savings account causing quicken to not connect with Morgan Stanley, they hope to have this resolved by the end of June, but even then they don't expect you will be able to do downloads into Quicken.

Andrew Murry

I have the same issue with the new Savings Sig account. I was told by MS that known issue but now none of my MS accounts which had been downloading well are working. I get error code -2001. I submitted a report to Quicken but haven't heard anything back .

Very frustrating. Am a little relieved that others are having the same issue but honestly the MS folks while nice were not helpful at all.

David BH

The problem continues as of June 10, 2026. I am also unable to add 2 newly created Signature Savings accounts. I receive the same error as @dgidlof screenshot. Otherwise, existing MS accounts continue to properly update.

steelydb

Same problem here. "We encountered an error while connecting to your bank" when I try adding the account to Quicken and no QFX files available to download if I log into my account with a browser.

Quicken Kristina

Hello @Andrew Murry, @David BH, and @steelydb,

Thank you for letting us know you're encountering this issue. The issue has already been reported to the proper channels for further investigation and resolution. If you would like to contribute to the investigation, please navigate to Help>Report a Problem and send a problem report with log files attached.

Thank you!

(CTP-17534)