Is there no option for Morgan Stanley Shareworks Connection?

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Craig13
Craig13 Member ✭
edited February 2023 in Investing (Mac)
I am trying to migrate from [Removed - 3rd-Party Software] to Quicken and one of my primary accounts is through Morgan Stanley Shareworks (https://www.shareworks.com/) but it looks like Quicken does not support it. Am I missing something?

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
    edited January 2023
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    Hello @Craig13,

    Thank you for reaching out to the Community with your question.

    If the financial institution you seek is not listed in our financial institution list, it likely means that they do not support downloads to Quicken. Though we would advise contacting the financial institution directly to confirm this.

    In order for a financial institution to support downloads to Quicken and to be added to our list, the request to be added would need to be made and submitted by the financial institution to our service providers. If you want Quicken to be supported, you will need to contact your financial institution directly and tell them you'd like to download your accounts into Quicken.

    I hope this information serves to be useful to you! Thank you.

    -Quicken Anja
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