Question

Morgan Stanley SockPlanConnect says invalid username/password. I used the exact same username and password on the website and it worked. What gives ?

Forum|Forum|7 years ago
June 5, 2019
8 replies
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TurboTax Home & Biz Mac

I'm experiencing the same issue, contacted Morgan Stanley but they are not aware of any problems. Is this a Turbotax bug? or should a I keep pushing Morgan Stanley.

D

dennis-greenlee

I have the same issue with MorganStanleyWealth Management, I get wrong SSN/TIN, password or Username, although I am logged into the website using same data. I think handshake between Intuit and MStanley is not right. March 8, 2018

H

heryandi

Exact same issue with MorganStanley StockPlanConnect here.
I called MorganStanley and they straightaway said to ask TurboTax instead since I can log in to their website directly just fine so it's not MorganStanley's fault.

Not sure whose fault it is now.

K

kevin16

I'm guessing if this has been broken for 2 years, Turbo Tax aren't going to fix it. Annoyingly, Morgan Stanley state that Turbo Tax is"the only tax preparation software that is compatible with StockPlan Connect", which I guess means NO tax preparation software is actually compatible with it.

A

amyjie

Still broken for me

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PinalAuthor

I spoke to MS and they are aware of the issue and are fixing it. They said they will email me when it's fixed. I will update the thread if/when they do.

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purplexsu

I meet the same problem right now.... What was your final solution?

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dolmanx

I have the exact same problem that my correct UserID and Password is rejected by TT Premium for Morgan Stanley stockplanconnect. Considering there must be billions of dollars in accounts at Morgan Stanley, it is embarrassing Intuit --will-- not fix this. I cannot believe it is beyond their technical capability, so we must conclude this is not a priority for them and they have made the decision that they will not fix this bug.

Now would be a great time for Intuit to step-up, fix this bug once-and-for-all, and let us do our 2019 taxes.

dolmanx

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bwergeles

You may need to change your security settings from within your Morgan Stanley account. To do this log into your Morgan Stanley account and then go to the Security Center section. Select the option to Enable Third-Party Access.

Next, log back into TurboTax and try to import your information again.

Please see this TurboTax Help Article for more information.

@dolmanx

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MarkusH

I don't see any way to go to the "Security Center" in Stockplanconnect. Here is what the web site has to say about TurboTax, and there is no mention of having to enable anything first:

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taxpayer55

Same problem. Worked perfectly last year, but now cannot login.

Doesn't say much for either company that this problem has been around for years and all they can do is point fingers at each other.

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halfdimercn

I was able to change my password (twice because of MS restrictions on reuse) to something simple, say Intu1tContinuesFailing, and then sync the data. Hope that helps someone.