Morgan Stanley Wealth Management Can't Import

[garygrape]

Attempts to import from Morgan Stanley Wealth Management not working. I can log onto the website fine with the same credentials, but cannot do the import. I get an error message asking me to check my internet connection! Obviously the internet connection is working, as I posted this, accessed MS online through a browser (after it didn't work in TT, so no it's not a "log out of your account first problem). Is this because MS requires devices to be verified with a texted code? Firefox browser device is authorized on this same computer.

[Van1]

This morning ( 22 Feburary 2023), I was successful in importing from Morgan Stanley Wealth Management.

After logging into Morgan Stanley home page:
1) Move the mouse over the little person ICON at the top of the page.

2) Select  "Profile + Settings"

3) Click "Security Center" (in Blue)

4) Under "Two Step Verification", set the following values

"Choose a preference for when to verify your identity and a method for how you'll verify it.

Current preference: Verify on devices not saved

Current method: One-time passcode"
5)  Under "Third party data sharing"
     Set the value to enabled.

When I have a chance, I will suggest to Morgan Stanley to post some alter to our accounts when the electronic import files are ready. In the past it has been when the PDF versions of these files are available.
No so for tax year 2022. This causes confusion of all of us.

[garygrape]

I already have "Third Party Data Sharing" enabled. Import still does not work. I have received the paper forms in the mail but there is so much data that I don't want to have to type it all in when import should work.

[CarissaM]

If importing is not working, you can follow the instructions here to take a picture and import it into the software. @garygrape 

[garygrape]

@CarissaMyour link did not show anything about taking a picture for import. If it had, it would be clumsy anyway as the data is 40 pages. I called Morgan Stanley and while speaking with the customer service representative, it worked, though it hadn't just minutes before. Perhaps they did something to my account at their end that made it work.

[zeister79]

Please check your system settings > network >  firewall > off.  I'm running TT 2022 desktop on a Mac, and this worked for me.

[zeister79]

My MS account was already set to "Verify on devices not saved" using one time passcode. In checking my computer settings (Mac), my firewall was turned on which prevented access.  Network > settings > firewall > "switch to off".  Solved it for me.

[fmb65]

I have tried all of the things suggested here. I have enabled third-party data transfer. I have also tried turning off two-step authentication. My firewall is off. I have called Morgan Stanley and they said it was TurboTax. There's no-one/nowhere to call at TurboTax. 

I've paid for this program so I can import this data easily and electronically. Now I've wasted a lot of time trying to find answers to something that shouldn't even be a problem. I have never had this problems before.

What else can be tried?

[CarissaM]

You can follow the instructions here to speak with a live Turbo Tax specialist. @fmb65 

[fmb65]

For unclear reasons, I was able to transfer my data, so issue resolved.

[rseago0806]

ANSWER:   Customer must log into their Morgan Stanley online account, go into User Settings and choose "allow 3rd party access."   That box must be checked "yes."