Morgan Stanley Wealth Management (2 Merged Votes)

Need support for retirement investments.  This is not the stock plan.
https://login.morganstanleyclientserv.com/ux/
Tagged:
6
6 votes

In Review · Last Updated

We are working to establish this connection in Simplifi, however, we cannot guarantee that we'll be able to support a requested bank.

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited October 2021
    Hello @looking4OPH,

    Thanks for posting to the Community!

    It looks like we have already requested Morgan Stanley ClientServ with a URL of https://login.morganstanleyclientserv.com/ux/. Although we are working to establish this connection, we cannot guarantee that we'll be able to add a requested bank to Simplifi, nor do I have an ETA to provide on the request. 

    I'll be sure to post back as soon as any updates become available! :smile:

    -Coach Natalie
  • SumoSniper
    SumoSniper Member
    edited January 20
    Simplifi currently supports Morgan Stanley StockPlan Connect but not its regular investment accounts.  This is the login page: https://login.morganstanleyclientserv.com/ux/
  • This request has been made by several others, including folks from Morgan Stanley, here, since 2020, and we are in January, 2022 with no progress.

    I may need to make a product / service decision here, so we need to know if this is in the Backlog, or it has been summarily decided by Quicken / Simplifi Engineering that this will not be supported.

    Request: Add access to Morgan Stanley Retirement Accounts
    URL: https://login.morganstanleyclientserv.com/ux/

    Thank you for any "specific" updates. Yes, we may choose to walk away from Simplifi if your response is that this is not in the Backlog, or you don't know.

    Thank you for your candor and transparency.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @clikdude,

    Thanks for posting!

    Sadly, there is no update to provide on this request at this time. I can confirm that Morgan Stanley Wealth Management has been requested, however, there is no ETA on if or when we'll be able to add them. With that being said, I'd suggest following this post for future updates.

    I hope this helps! :smile:

    -Coach Natalie
  • questionmark14
    questionmark14 Member ✭✭
    Following and adding the need for a distinction between Morgan Stanley Wealth Management and Morgan Stanley Cash Management (currently same URL in quicken but only one is visible in Simplifi)
  • kibby
    kibby Member
    I am trialing the software and need Morgan Stanley Wealth Management  added to it.  Any updates on this other than "I can confirm that Morgan Stanley Wealth Management has been requested, however, there is no ETA"?
  • Please add a connection for Morgan Stanley Online Client Serv. I use their Cash Plus account but have to manually import transactions or add them one at a time. It uses UMB Bank like Fidelity. 

  • Any updates on adding Morgan Stanley Online Client Serv - https://login.morganstanleyclientserv.com
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    No further update at this time, @euger1972. Please be sure to follow this post for future updates, though. :smile:

    -Coach Natalie

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