Morganstanley.com

RobertTheNomad

When I joined Simplifi in January I was saddened to find out this account was not supported. I sent in a request and this week I was able to add to my accounts. Thank you for remedying this quickly. I sent in another request for Webull as they are not supported so for now I’ve entered the data manually.

Coach Kristina

Hello @RobertTheNomad,

I'm glad to hear you were able to get connected to Morgan Stanley. For Webull, I would recommend also adding your vote to this financial institution request post, if you haven't done so already:

https://community.simplifimoney.com/discussion/386/ability-to-sync-webull-investment-data-with-simplifi

Thank you!