This morning ( 22 Feburary 2023), I was successful in importing from Morgan Stanley Wealth Management.
After logging into Morgan Stanley home page:
1) Move the mouse over the little person ICON at the top of the page.
2) Select "Profile + Settings"
3) Click "Security Center" (in Blue)
4) Under "Two Step Verification", set the following values
"Choose a preference for when to verify your identity and a method for how you'll verify it.
Current preference: Verify on devices not saved
Current method: One-time passcode"
5) Under "Third party data sharing"
Set the value to enabled.
When I have a chance, I will suggest to Morgan Stanley to post some alter to our accounts when the electronic import files are ready. In the past it has been when the PDF versions of these files are available.
No so for tax year 2022. This causes confusion of all of us.
