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

HOLDINGS & ACCOUNTS

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)