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Level 1
posted Feb 10, 2020 4:16:43 AM

Can not login to Morgan Stanley Stockplan Connect to import tax data. Tells me invalid username or password. I can access the site directly using same credentials..

9 108 14795
24 Replies
Expert Alumni
Feb 10, 2020 9:46:19 AM

You may want to contact Morgan Stanley for access to your Morgan Stanley account.  

Level 1
Feb 17, 2020 7:10:46 AM

I have called Morgan Stanley and they suggested we call TurboTax.  My login also works fine w/ StockPlan Connect but TurboTax is not importing and stating invalid username/password.

Intuit Alumni
Feb 17, 2020 4:35:27 PM

The best and most efficient way for you to connect with the right person to get the help you need is to select the version you are using below. We're open daily from 5 AM to 9 PM PT.

 

Please click here to for What is the TurboTax phone number https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number   https://ttlc.intuit.com/community/using-turbotax/help/how-do-i-contact-turbotax/00/26991

New Member
Feb 23, 2020 4:57:12 PM

I'm having the exact same problem.  Login to Morgan Stanley StockPlan Connect through web browser works fine but invalid username/password error when using same credentials with TurboTax 2019 latest update.

Level 1
Mar 3, 2020 8:41:21 AM

Same exact issue.  Any update on a fix?

Level 2
Mar 3, 2020 3:11:14 PM

I've had the exact same problem for the last two weeks, and I have also connected Morgan Stanley StockPlan Connect.  They said since I was able to connect to their website, the issue is Turbo Tax.  Please help.  

Returning Member
Mar 3, 2020 4:13:36 PM

Morgan Stanley confirms that my user name, ssn, and password are correct but turbotax software will not accept and import the data 

Level 2
Mar 3, 2020 8:38:15 PM

I'm having the same problem, but am not hopeful. This has apparently been a problem since at least June 2019. See this parallel thread - https://ttlc.intuit.com/community/taxes/discussion/morgan-stanley-sockplanconnect-says-invalid-username-password-i-used-the-exact-same-username-and/00/565905

 

Level 3
Mar 4, 2020 8:27:30 AM

I have exactly this same issue. I have a Morgan Stanley Stockplan Connect account and so does my wife. The strangest thing is for my wife's I was able to login and import the data but on my account it failed with the invalid username or password.   Last year I imported from my account. Very disappointing.

Level 15
Mar 4, 2020 8:37:43 AM

You would need to talk with Morgan Stanley technical support about that.  Even though you use the same login ID and password as your regular account the imports are on a separate server so it is possible that there is a problem with logging into that server.

Level 2
Mar 4, 2020 8:39:23 AM

I spent 3 hours chasing this with TurboTax tech support and MS yesterday.  Here's what I was told:

 

1. TurboTax changed this year all usernames when importing can NOT have a special character (WHAT??!) in the username or the import will fail.

 

2. MS said the feature has NOT been turned on yet.

 

3. MS also said they are now requiring a minimum of 9 characters for usernames or it will fail.

 

YMMV

Level 1
Mar 4, 2020 9:06:20 AM

Thanks for posting this info.  9 character username is new info, I'll definitely create a sub-account for this purpose on MS.  When I called TT 2 weeks ago, they said March 4th is when MS would turn this on.

Level 3
Mar 4, 2020 9:13:38 AM

I'll call back but I did call them first and they did not mention this and told me it was a Turbotax issues. I'll try again.

 

Level 2
Mar 4, 2020 9:18:39 AM

Beware - I talked to Tier 1 support and didn't get an answer last night.  I asked to have my case escalated and spent another hour+ speaking to a supervisor in Tier 2.  While both agents were extremely nice, neither of them were able to solve the issue.  The manager left the conversation promising to continue to investigate the problem, or I could manually enter the data myself (and not use one of the features I paid Intuit for within TurboTax).

 

Sadly today I see they closed my case without any resolution.   Apparently TurboTax / Intuit is more concerned about support case metrics looking good, rather than solving a customer's problem. :(

Level 2
Mar 4, 2020 11:06:54 AM

  • I changed my username to a very simple 11 character username with no special characters. No luck.
  • I changed my password to a very weak one with no special characters. No luck. 
  • I did both of the above at the same time. No luck.

I contacted MS tech support and provided a screen shot from TT as well as links to the 2 threads on the intuit forum discussing this (dating back to June 2019). Now I can't change my MS username back (although my password is back to a strong one) and my account is locked. <sigh>

Prior to this week I entered MS info and got a message saying it would be available 3/2/2020, so Monday. I thought that meant TT was able to log in but perhaps not.

Level 2
Mar 5, 2020 1:46:15 PM

I tried all the same suggestions noted here, no luck.

I have a case open with MS.

 

TT can access my other online accounts, just not Stockplan Connect :(

New Member
Mar 7, 2020 7:36:52 AM

Anyone have luck getting this to work, same boat here changed my password and still doesn't work.

New Member
Mar 7, 2020 7:33:43 PM

I've never been able to get this to work. There's an underlying issue with the way TT attempts to communicate with MSSC/B. The response from the server is error 400 (bad request) which means the details being submitted from TT are invalid and are being rejected.

New Member
Mar 8, 2020 7:29:50 AM

Same here - the issue is clearly with Turbo Tax - it worked last year not now.  I tried some diff passwords at MS, etc.  It does not matter if MS uses different servers for web or download - they all use this fancy new technology that has been around for 2 decades called SSO and a single authority.

 

I wonder how many customers have to be treated badly by TurboTax for them to actually invest in fixing?  They should have ample cycles after the obviously reduced QA cycles put to their software.

 

I will wait another week I guess - then join all the other users who use this small company of Morgan Stanley Smith Barney who have to manually input.

 

I am now worried I have to check all the math being done in my Turbo Tax this year if this is the level of quality here.

Level 3
Mar 8, 2020 10:40:46 AM

I gave up and manually entered.  Its interesting that my wife's IBM stockplan connect worked with a username of 10 characters worked but mine which was Cisco had an 8 character name and that failed. Based on the comments, I did attempt changing to 10 characters and failed. Simplified the password. No dice. It would be nice if these programs produced connection logs.  Turbotax and quicken constantly have issues communicating with third parties.  You would think they could work with these third parties to set up test accounts to validate.  This could easily be automated testing on updates and nightly regressions.  Honestly some of these programs, I don't think they have  QA running any tests.  Quicken in there online bills support if it failed on any during a Update all would stop and not run through the list.  This is basic programming and every other update seems to break functionality.

Level 1
Mar 10, 2020 2:36:32 PM

I too am Cisco and it doesn't work for me either. I spoke with a representative at Morgan Stanley who read me portions of an email indicating that anyone with multiple global IDs in their HR profile would not be able to import. So I called Cisco HR, who told me my global ID has been the same for 21 years.

 

Another odd occurrence talking with Turbo Tax support tier 1, first claiming that it's a browser problem (I'm using installed TT Deluxe), but then she stated that she would be unable to help or escalate my problem unless I shared my screen with her. I told her no, if she could not believe my word that it's a simple "Your username and/or password are incorrect" message to escalate the case. She refused to do so, I hung up.

 

I absolutely hate doing manual entry. I'm getting in touch with Amazon and request a return. I'm done with Intuit.

Level 2
Mar 10, 2020 2:40:12 PM

Also a Cisco employee...I'm beginning to see a trend here...

 

NOT that it matters to Intuit / Turbo Tax...my case was closed after Tier 2 did promise to keep the case open and escalate.  No response.  I filled out a post survey and put my comments.  No response.

 

It's sad to see a company that used to have great software and support drop the ball like this.

 

#TurboTaxFail

Level 2
Mar 10, 2020 7:07:42 PM

Just passing along what I was told by the very nice Morgan Stanley person working my ticket - they were told the problem is due to the way Cisco set up the stock plan connectivity. He went on to mention several things told to him, though it didnt make a lot of sense. Since he was passing along information I didnt press the issue, just took away the fact that it wont be fixed any time soon and I'd have to manually input everything. Not the first frustration I've had with MS. 

Level 1
Mar 10, 2020 11:40:47 PM

But it's worked for years. Why would connectivity change in 2019?

 

When nobody knows, everybody has a theory.