I added a new account to my existing Morgan Stanley accounts. I get the following message when I try to add the new account to Quicken
When I try again, I get the same message. Any ideas on how to solve the problem?
Hi @Ben12,
Thank you for reaching out.
Could you please check whether third-party access is enabled on the Morgan Stanley website? You’ll most likely find this option under the Security or Profile settings.
Once this setting is enabled, please try adding the account again in Quicken.
Please let me know how it goes!
It is enabled. I already connect with multiple accounts. I double checked again and it is still enabled. Any more ideas?
Thanks
@Ben12,
Thank you for checking that.
How recently was the account in question opened with Morgan Stanley?
It was opened last Friday, May 22. I see the account when I log into MS.
@Ben12, Thank you for letting me know. Even after an account is opened and visible on the bank’s website, it may take some time before it becomes available for third-party aggregation in Quicken.
I also recommend contacting Morgan Stanley Support to confirm that the account is fully enabled for third-party data sharing and aggregation on their end.
Please feel free to reach out if you have any additional questions.
Spoke to Morgan Stanley Client Service Center (888-454-3965) and was told that Quicken will not be able to connect to Morgan Stanley Signature Savings until late June. I will not try to connect until then.
Thank you for letting me know.
Please feel free to reach out if you have any additional questions or need further assistance.
I am also experiencing this issue. However, when troubleshooting the issue, I deactivated online access in Quicken for one of my older Morgan Stanley accounts, and now I can't reactivate it. I get the same error message "We encountered an error while connecting to your bank" when trying to do the online setup. Note that I am still able to do one-step updates for my remaining Morgan Stanley accounts that are linked to Quicken.
It would seem that Morgan Stanley has shut off all service for adding new accounts and reactivating older accounts in Quicken. Perhaps this was done while bringing the Signature Savings accounts online. If so, I wish they would have communicated more clearly before I did several hours of troubleshooting along with help chats with both Quicken and Morgan Stanley.
I will wait until the end of June to see if the issues are corrected.
Hi @techtron79,
Thank you for joining this thread. I’ve sent you a direct message with a few steps to try. Please check your messages in the upper-right corner.
Looking forward to your reply.
Hi,
I received your direct message, but I accidentally clicked "Leave this conversation" and I lost access to the message. Could you please resend, and I will provide the requested info?
Thank you
I agree. I did not deactivate my existing accounts because I thought I might lose everything. I have been trying to activate the new account and get the same error message. Hopefully by the end of June this issue will get fixed.
