Updating from Morgan Stanley

[14bench]

I am trying to setup portfolios using information from our Morgan Stanley accounts. Nothing works. Quicken will update but when I try the same information thru FM, the signon is invalid and the process stops. I have tried Morgan Stanley Smith Barney. Morgan Stanley Client Services, and three different account number variations and none work. ????

[Mark]

Hi 14bench,

If you can retrieve in Quicken, please send me the OFX log, and I can tell you which broker you should select in Fund Manager to retrieve from the same server as Quicken. In Quicken this is under "Help / Product and Customer Support / OFX Log...". Please send this to us in an email.

If you get a signon invalid, then only the username/password are the problem for the selected server. The account number is not used until after you log in.