Morgan Stanley connect - FDP-102 (edited)

root62
root62 Member

What's the status on the morgan stanley connection? It's still showing a connection error. If this isn't fixed then i don't see a reason to continue with quicken, as my primary checking account comes from morgan stanley

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  • Coach Jon
    Coach Jon Moderator admin

    Hello @root62,

    Thanks for reaching out! There is not currently a known issue for Morgan Stanley that I am aware of. I am also not seeing an error that you are receiving for Morgan Stanley on our side. Can you provide a screenshot of the error you are receiving? Can you let us know if you are trying to add an account or update an existing account within Quicken Simplifi?

    -Coach Jon

    -Coach Jon

  • Screen shot

    Screenshot 2025-03-12 at 4.26.10 PM.png
  • Coach Jon
    Coach Jon Moderator admin

    Hello @root62,

    Thanks for the screenshot! I would see if a fresh connection would work here. You can make the accounts manual and then use the Add Account flow to get a completely fresh connection. If the connection is successful, you'll then want to link the accounts to your existing Quicken Simplifi accounts. Let us know how that goes!

    Thanks,

    Coach Jon

    -Coach Jon

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