My Morgan Stanley account is checking, but I can't get it to show up as anything but an investment account!

My Morgan Stanley account is checking, but I can't get it to show up as anything but an investment account! This is annoying because I can't create rules to auto-categorize transactions.


Will Mint be updating their system to allow us to specify if the account is checking or investment? Since last year, Morgan Stanley has offered regular banking solutions like checking accounts. Mint needs to catch up!

Answer

Hilary Rowland,

I'm sorry that your Morgan Stanley checking account is not being classified correctly in Mint.  I can't say for sure what is causing this, but our support team should be able to change how we are reading that type of account on their site (or at least escalate it to our data connectivity team, who can make those changes).  Please use the I have a problem with one of my accounts topic in the Contact Mint form so that they can further investigate this issue for you.

Regards,
Jessie

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