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Morgan Stanley Wealth Management will not let me add a new account

Ben12

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?

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Quicken Laura

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!

Ben12

It is enabled. I already connect with multiple accounts. I double checked again and it is still enabled. Any more ideas?

Thanks

Quicken Laura

@Ben12,

Thank you for checking that.

How recently was the account in question opened with Morgan Stanley?

Ben12

It was opened last Friday, May 22. I see the account when I log into MS.

Quicken Laura

@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.