Morgan Stanley Client Service Accounts

CHANEWA
CHANEWA Quicken Windows Subscription Member
in Download, Add/Update Accounts (Mac)

I have a Morgan Stanley Client Serv account. I am unable to find the morganstanleyclientserv.com domain to add the account. When I add just morganstanley.com I get the "cash" account.

Does anyone know how to get the Morgan Stanley Client Serv accounts?

Comments

  • John_in_NC
    John_in_NC Quicken Mac Subscription SuperUser, Mac Beta Beta

    I use Morgan Stanley Wealth Management for my Client Serve account, and it has worked connecting to my accounts.

    I don't follow you regarding "adding domains."

    Screenshot 2026-02-09 at 9.51.25 PM.png

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