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.
Pre-Configuration Required
Plaid: Some users report that Morgan Stanley requires an extra configuration step via their website. If your connection fails, please contact support.
Attempt the connection in Truthifi first — search for Morgan Stanley, enter your credentials, and proceed.
If the connection fails, log in to morganstanley.com and look for any third-party access or data sharing settings.
If you cannot locate the relevant settings or the connection continues to fail, contact Truthifi support.