Morgan Stanley Liquidity Access Line

Jetmanjeff
Jetmanjeff Quicken Mac Subscription Member
edited August 2023 in Download, Add/Update Accounts (Mac)

Is there a way to make Quicken see that this account is a line of credit and not a brokerage? It shows up as a brokerage account anytime I try to add the account in my Quicken. I've already have 2 accounts thru MS that work fine. I'd just really like to be able to track this one.

Ideas?

Comments

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I'm just guessing here, but I'd expect that legally the "account" might be considered a "brokerage" account as MS states "Liquidity Access Line is a securities-based loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC."

    You might try setting up the new Quicken Account first as an Offline Account, creating it as a credit card or loan Account, and then attempt to connect the Account to MS to see if you can get that to work.

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