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Get your taxes done using TurboTax
It seems to be unique to Morgan Stanley and the conversion of Cisco to these alternatives accounts and has nothing to do with the userid and password. I don't know if Morgan Stanley is converting other companies but they haven't with IBM. I would verify with a different browser and if you see the account conversion alert. I would contact Morgan Stanley to see what is the best way for them to disable this to allow for us to attempt to import our 1099 forms. The question would be if you create the account would this enable the import of the tax documents. This new MS Access Direct isn't listed as an institution that imports.
March 2, 2021
5:01 PM