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Morgan Stanley - Unable to Add an Account

RobGolf

Over the last 2 weeks, I am not able to see Morgan Stanley Wealth Management and can no longer connect to my accounts there. Quicken was not helpful and Morgan Stanley continues to investigate. Anyone else having similar issues?

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Online Banking

Windows

Comments

bg123

yes, same issue

Quicken Carlos

Hi @RobGolf and @bg123,

Thank you for reaching out to the Quicken Community and for bringing this issue to our attention.

After conducting some internal research, I was unable to find any error on your account. To better understand what may be occurring in your specific case, I have a few questions:

Are you receiving an error code or error message only when attempting to connect the account, or is the same error also occurring during One Step Update?
If so, could you please provide the exact error code and message?
Can you upload a screenshot of what you are seeing? Please be sure to redact any personal or sensitive information before posting.
Are all Morgan Stanley accounts affected, or only a specific account?

The more details you can provide, the better we can investigate and assist with troubleshooting.

I look forward to your reply.