Missing Morgan Stanley URL: https://login.morganstanleyclientserv.com/ux/

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A5P
A5P Member
edited April 19 in Adding and Updating Accounts

Can Simplifi please add this URL for Morgan Stanley? Thank you!!
https://login.morganstanleyclientserv.com/ux/
https://login.morganstanleyclientserv.com/ux/

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  • Coach Jon
    Coach Jon Moderator admin
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    Hello @A5P,

    Thanks for posting to the community. It looks like we already have an instance in Quicken Simplifi that directs to the URL you provided. Be sure to use the Morgan Stanley instance when connecting.

    Thanks,

    Coach Jon

  • Coach Jon
    Coach Jon Moderator admin
    edited March 19
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    Hello @A5P,

    Additionally, we also have an Idea Post related to the URL you requested that contains a note on how to connect to Morgan Stanley Wealth Management in Quicken Simplifi. If you view the note, it states that they can be connected via the Citi Smith Barney IRA option in Quicken Simplifi. Hope this helps!

    https://community.simplifimoney.com/discussion/2320/morgan-stanley-wealth-management-2-merged-votes

    Thanks,

    Coach Jon

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