Enable 3rd Party Access for your Morgan Stanley account

Update your settings on Morgan Stanley Online to connect your Morgan Stanley account to Kubera.

  1. Log in to Morgan Stanley Online
  2. Go to Security Center in the Services tab.
  3. Select Edit next to Third party data sharing
  4. Set your preference to Yes
  5. Click Update.

Once you complete these steps, return to Kubera.

Add Asset > Banks & Brokerages > Morgan Stanley Online > Enter your Morgan Stanley Online login information