Morgan Stanley StockPlan Connect

Morgan Stanley StockPlan Connect -> Wealthica Sync
Production Beta
Accounts Yes
Positions Yes
Transactions Yes
Documents Not supported
Connector Expand


Known Issues


We are investigating some where not all accounts and holdings are shown. If you are in this situation, please report the issue and provide the last 4 digits of the missing accounts.  Please do not delete your accounts as it won't resolve the problem.

Frequent Questions


Enhancements (Planned)