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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..

If you have & in password, then create a new one without & in MS and try to connect from intuit

pvs5155
New Member

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..

i have the same problem; what a headache.

chrisgtr
Returning Member

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..

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

CassLO
Intuit Alumni

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..

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: 

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