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Unable to Add Morgan Stanley Signature Savings Account

rodneybr

Windows, Quicken R69.17 Build 27.1.69.17

When trying to add a Morgan Stanley Signature savings account by either connecting to Wealth Management or Cash Management without error the Specific account is Not listed as an option. Is there any resolution to this problem?

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Quicken Carlos

Hi @rodneybr,

We appreciate you taking the time to post in the Quicken Community.

To better understand why the account is not showing, could you please provide the following information?

How long ago was this account created?
Have there been any transactions in the account within the last 30 days?
Do you have any recent income or expenses in the account, or does it only contain interest deposits?

This information will help us determine the best troubleshooting steps.

I look forward to your reply!

rodneybr

The Account was opened a week ago.

No transactions.

Quicken has a history of this account not being able to update.

rodneybr

[Removed - Duplicate Post]

NotACPA

It's MS, not Q, that determines what accounts are eligible for connection to Q. Have you contacted MS to see if this account type is eligible?

Because, according to FIDIR.TXT, that lists all of the connections between Q and the FIs, the Cash Management option should work.

Morgan Stanley - Cash Management https://www.morganstanley.com/ 1-888-454-3965 https://login.morganstanleyclientserv.com/ux/ ACTIVE BANKING,ACCOUNTINFO&DIRECT

Quicken Carlos

Hi @rodneybr,

Thank you for your reply and for providing the answers to the questions above.

In addition to what @NotACPA has already been shared, based on the information you provided, it appears that the account may not currently be eligible because there has not been any recent activity or cleared transactions.

I suggest making a small transaction using the account. Please keep in mind that the transaction may take a few days to clear and for the account to become available.

If you need a more immediate resolution, please contact your financial institution, as @NotACPA mentioned.

I hope this helps!