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)