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New Member
posted Mar 2, 2025 11:38:37 AM

Something's not working with Morgan Stanely

 

I keep receiving this error message.

 

We did not find the right account types to connect at this provider

 

We can connect to Morgan Stanley Wealth Management but can't find the right accounts.

 

I have several other accounts connected with no problem: Schwab, Fidelity and JP Morgan

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1 Replies
Expert Alumni
Mar 10, 2025 2:22:42 PM

Here are some steps from a TurboTax help article to help you import your Morgan Stanley at Work stock plan info into TurboTax:

  1. Sign in to your Morgan Stanley at Work stock plan account.
  2. On the Dashboard, under Tasks, find the Share documents with TurboTax tile and select Choose preference.
  3. When prompted, select Yes, share documents with TurboTax.

If you can't find the tile:

  1. Select your name from the menu, then select View profile.
  2. Select Personal Profile.
  3. Select Edit Personal Profile.
  4. Set TurboTax document sharing to Yes.

How do I connect my Morgan Stanley at Work account to TurboTax?