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2024 Tax Year import from Morgan Stanley tries to connect then just beeps. No errors, no import.
Using the desk top version on the Mac. Updated to current version. 3rd party data sharing at Morgan Stanley is enabled, SSN and login info are correct, documents are available to download. It doesn't give me an error message, it just beeps after trying to connect.
‎February 25, 2025
8:26 AM