Access to Morgan Stanley Retirement account

MRDColorado Member
edited October 2021 in Investments
Is there any expectation to add Morgan Stanley access?  I've seen old posts about this but no movement.  I'm in my trail subscription period with Simplifi and this is an issue for me.

Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @MRDColorado,

    Thanks for posting your inquiry to the Community, although I apologize that you're unable to connect to Morgan Stanley in Simplifi.

    It looks like we currently only support the Morgan Stanley Stock Plan option, however, we have also requested a connection to Morgan Stanley ClientServ with a URL of

    Is this where you sign in to access your Morgan Stanley accounts? If so, I would definitely suggest following our Updates From the Product Team category to be notified when new bank connections become available, as there is currently no ETA to provide as to when we may expect to see them added.

    If you're looking for a different Morgan Stanley option, you are always more than welcome to create a Missing FI post to request the bank, while making sure to provide the specific URL used to sign in to the bank's website.

    I hope this helps, but please let me know if you have any questions!

    -Coach Natalie


  • I'll add another vote for this institution.  With a good part of my retirement investments recently transferred here, not having it in Simplifi leave a pretty big financial hole in the overall picture.  If I can't see it here with everything else, the value to continue paying for Simplifi goes down for me.
  • That is where I access my account so I will look for an update, hopefully soon.  Thanks for the response.
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