Morgan Stanley

Issues reported

Last updated:

Jun 18, 2026

Morgan Stanley

Morgan Stanley

No issues

mm/dd/yyyy

Morgan Stanley

No issues

mm/dd/yyyy

Morgan Stanley

About this institution

Morgan Stanley is a global investment bank and wealth management firm offering brokerage accounts, managed portfolios, IRAs, and financial advisory services.

Preferred aggregator:

Plaid

Status

Issues reported

Plaid is the default aggregator for Morgan Stanley. Some account types require enabling data sharing in your Morgan Stanley account settings before Plaid can connect.

Type of issue:

Type of issue:

Type of issue:

Pre-Configuration Required

Summary:

Summary:

Summary:

Plaid: Some users report that Morgan Stanley requires an extra configuration step via their website. If your connection fails, please contact support.

What to do:

What to do:

What to do:

  1. Attempt the connection in Truthifi first — search for Morgan Stanley, enter your credentials, and proceed.

  2. If the connection fails, log in to morganstanley.com and look for any third-party access or data sharing settings.

  3. If you cannot locate the relevant settings or the connection continues to fail, contact Truthifi support.