Connection help
Connect Morgan Stanley to Silvia
Update your Morgan Stanley Online settings, then connect your Morgan Stanley account to Silvia.
Enable Third-Party Access
Update your data-sharing preference in Morgan Stanley Online before starting the connection in Silvia.
- Log in to Morgan Stanley Online.
- Open Security Center from the Services tab.
- Select Edit next to Third party data sharing.
- Set your preference to Yes.
- Select Update.
Connect Your Account in Silvia
Once you complete these steps, return to Silvia and connect your Morgan Stanley account.
Open My Portfolio and select Banks and Brokerages from the add-asset options. If you see an Add button, choose Add asset first. Search for Morgan Stanley Online in the Add Account window and follow the connection prompts.