Request to Connect to Morgan Stanley
I'm looking at new budgeting apps because of the Mint shenanigans. It seems that Simplifi doesn't connect to Morgan Stanley, which is like the 6th largest bank in the world. Seems like an oversight. I am requesting that this be added.
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Hello @mthoman1,
I can see you already found the thread requesting connections with Morgan Stanley be added, and you found a suggestion in that thread that worked to help you get connected. I'll include a link to the idea thread here, for anyone else that may need it:
Depending on what kind of account needs to be connected with Morgan Stanley, the Morgan Stanley Stock Plan connection may also be a viable option.
Thank you!
-Coach Kristina
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The issue is the server is under the header of Smith Barney, which is a company acquired Citi group investments which Citi then sold to Morgan Stanley years and years ago. My dad worked for them through it all. Very likely, Morgan still has those accounts segregated in some way, hence the different access point. Smith Barney no longer exists as a company. Someone just needs to change the title of the access point so it shows up in searches.
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