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Van1
Level 2

Turbo Tax 2022 - Import of Morgan Stanley Wealth Management - Cannot import and no error

While attempting to Importing documents from Morgan Stanley Wealth Management with the exact credential that I imported into Turbo Tax 2021, response that I get from Turbo Tax is:
TurboTaxMorganStanleyWealthManagementImportResponse.jpgThese credentials are the ones that I used today to log into my Morgan Stanley Wealth Management account. 
I have contacted Morgan Stanley, they have verified that my account is enabled for third party import into Turbo Tax.

I have contacted Intuit / Turbo Tax and they do not have and answer to this issue.

What was additionally tried:
1) I  have tried to use credentials that are bogus, and I receive the same message/pop-up.

My Turbo Tax case number is: [phone number removed]

 

 

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1 Reply
CarissaM
Intuit Alumni

Turbo Tax 2022 - Import of Morgan Stanley Wealth Management - Cannot import and no error

Please try to reset your password on the Morgan Stanley account, as this can sometimes resolve the issue in connection. 

 

Please let us know if the issue persists. 

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