How do I connect my E*TRADE by Morgan Stanley or Morgan Stanley Wealth Management account to TurboTax?
by TurboTax • 
Updated January 14, 2026 1:53 PM
To import your E*TRADE by Morgan Stanley or Morgan Stanley Wealth Management stock plan info into TurboTax, you'll have to update your sharing settings. Here's how:
On the Dashboard, under Tasks, find the Share documents with TurboTax tile and select Choose preference.
When prompted, select Yes, share documents with TurboTax.
If you can't find the tile:
Select your name from the menu, then select View profile.
Select Personal Profile.
Select Edit Personal Profile.
Set TurboTax document sharing to Yes.
