Import from Morgan Stanley Wealth Management does not work

[d_skrivanek]

A month ago  I tried to import 1099 info from Morgan Stanley, and it did not work. It tried to retrieve my MS password from Apple Passcode, but it wanted to put my password in the social security number field, which is between the userid and the password fields. I gave up and waited a month hoping the bug would be fixed. I tried today, and I just manually entered the userid social security number and password. I selected submit, and it just does nothing. I really would like to get my taxes done without having to enter this information manually.

[MarilynG1 · Accepted solution]

Yes, you should manually enter your credentials into your Morgan Stanley Sign In page.  Make sure you click on the correct broker.  Turn off your anti-virus programs.  Make sure you have 'third party access' enabled. 

@d_skrivanek