You'll need to sign in or create an account to connect with an expert.
If you have & in password, then create a new one without & in MS and try to connect from intuit
i have the same problem; what a headache.
had this happen before on fidelity, input all the information in download the file. or you can save the form that your investment place saves it in IE tax area, save as PDF and then input into the turbo tax
First be sure you are logging into the correct type of account (make sure its the investment side) on Morgan Stanley. You may need to check your brokerage to see if they are allowing third-party access. Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described below:
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
APP2
Returning Member
blickwedehlr
New Member
QinTHEwest
Level 2
Anonymous
Not applicable
MW618
New Member