Morgan Stanley

macspack's Avatar


12 Apr, 2009 07:03 PM

You have Morgan Stanley Clientserv as a download option, but I can not create a connection. Please let me know if you have created a link or are they a "Quicken" only shop?

  1. 1 Posted by Ben Spencer on 13 Apr, 2009 12:57 PM

    Ben Spencer's Avatar


    Indeed Morgan Stanley Clientserv does allow for Direct Connect from Moneydance. The Direct Connect protocol is a standard and if it works for Quicken it will work for Moneydance. However it is necessary with many financial institutions for the customer to contact them and have the service enabled for their account. It is also often the case that the username and password issued by the bank for Direct Connect is different from the one used for website login. The following phrase usually stimulates the bank support staff into the appropriate course of actions. "I am using Quicken and would like you to enable Direct Connect on my account so that I can download my transactions. Please send me my username and password for this service." It is often necessary to lie by stating that you are using Quicken as the support staff at the bank may not have heard of Moneydance and might incorrectly believe that they do not support it.

    If I can be of any further help please let me know.

    Sincerely Ben Spencer

  2. Ben Spencer closed this discussion on 13 Apr, 2009 12:57 PM.

  3. macspack re-opened this discussion on 18 Jun, 2009 02:58 AM

  4. 2 Posted by macspack on 18 Jun, 2009 02:58 AM

    macspack's Avatar

    Sorry that it has taken so long to get back to you. I have been
    authorized to download transactions to my Morgan Stanley account (I
    enable the settings in my online access - I have verified that the
    service has been enabled for all of my accounts). In trying to setup
    my account inside Moneydance, I am using the regular setup. It has
    populated my account number field, but it is asking for the broker
    ID. I tried putting in the number that the help desk says identifies
    the financial service agent (broker). I click next and the system
    tells me that it has most of the information necessary to complete
    the setup, but when I go to "Online", nothing is available for me to
    use to attempt to download any transactions. When I go back to the
    setup, the Broker Number field is blank.

    I then tried to setup a new connection. When I choose Morgan Stanley
    Client Serv, I get the following message:


    Since the first two ways did not work I tried the "manual setup", but
    I don't have the ofxlog.txt file to try to give me any assistance in
    populating the necessary information in the fields. I am beginning
    to get more transactions than I want to manually input and this is
    getting very frustrating. I am enjoying all other aspects of your
    program other than this pain in the backside. Any suggestions. Thanks.


  5. 3 Posted by Brian Adler on 23 Jun, 2009 03:23 AM

    Brian Adler's Avatar


    We should have the new connection information updated by tonight, but just in case, here is the information you need to connect manually:

    Name: Morgan Stanley ClientServ

    OFX Institution Org:

    OFX Institution ID: 1235

    OFX Connection URL:


    Brian Adler

  6. Brian Adler closed this discussion on 23 Jun, 2009 03:23 AM.

  7. macspack re-opened this discussion on 28 Jun, 2009 10:56 PM

  8. 4 Posted by macspack on 28 Jun, 2009 10:56 PM

    macspack's Avatar

    Thanks. Just tried the manual connection as well as the "assisted"
    and got the following message:

    There was an error communicating with your financial institution. The
    details of this error are below.

    The error code reported by the server was: 2000
    General Error

    Any thoughts as to what that means?



  9. 5 Posted by macspack on 02 Aug, 2009 08:40 PM

    macspack's Avatar


    Thanks for your assistance with my Morgan Stanley issue. It works
    like a charm. My problem now is with Chase. I am a Washington Mutual
    customer who now is a Chase customer as a result of the purchase. I
    was excited once all went though because I saw that you supported
    Chase (but did not support WAMU). But when I try to setup online with
    Chase, I get the following error:

    Error code reported by the server was: 2000
    The user can not sign on because of invalid user ID or (then the
    error message gets cut off).

    I know that the username is correct, because I just logged on to
    download the statement so that I could reconcile the account after I
    downloaded my transactions. Any thoughts or could you provide the
    manual setup like you did for Morgan Stanley. That seemed to work
    fine. Thanks in advance for your assistance.


    Paul Spack
    [email blocked]

  10. 6 Posted by james f on 02 Aug, 2009 10:33 PM

    james f's Avatar

    You need to talk to a Chase Rep to activate Direct Connect for Quicken as MD and Quicken use the same protocols. Direct Connect from Chase costs $9.99 per month.

    I use Chase and MD Direct Connect. I have to pay for the Direct Connect service from Chase.

  11. 7 Posted by macspack on 03 Aug, 2009 12:06 AM

    macspack's Avatar

    Thanks. I was finally able to find a place to manually download
    the .qfx file so that could be imported on Chase website - originally
    told only accessible through software. You might let others know that
    for mac's, Chase recomends Firefox. They say Safari has issues (I
    could not download the .qfx file - kept goving an error - but was
    successful with Firefox) That is a crock to charge for downloads (I
    pay bills from Chase's web site - just use MD to down load and
    organize). Thanks for the quick response.


    BTW: My settings for Morgan Stanley did not seem to hold. Tried to
    download July activity today and was greeted with an error message. I
    went and manually reset the settings and met with success. Will keep
    an eye on that. One minor gripe, MD does not allow for swaps. I had
    shares of one mutual fund and exchanged for another. The system did
    not treat it properly and had to manually adjust. Keep up the good
    work. Can't wait to see MD 2010.

    Sent from my IPhone

    Paul Spack
    [email blocked]

  12. Angie Rauscher closed this discussion on 04 Sep, 2010 04:07 AM.

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