Enable 3rd Party Access for your Morgan Stanley account
Update your settings on Morgan Stanley Online to connect your Morgan Stanley account to Kubera.
- Log in to Morgan Stanley Online
- Go to Security Center in the Services tab.
- Select Edit next to Third party data sharing
- Set your preference to Yes
- Click Update.
Once you complete these steps, return to Kubera.
Add Asset > Banks & Brokerages > Morgan Stanley Online > Enter your Morgan Stanley Online login information