Axiomatic Support Portal

Getting Started 6

• Creating Support Tickets
• Account Setup & Login
• Portal Overview
• Navigation
• Adding and Editing Trustees

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Trust Funds (MS-9) 8

• MS-9 Changes for 2023
• MS-9 Ledger
• Add Fund
• Instruments
• Editing Funds, Updating Values, and Deleting Funds

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Common Investments (MS-10) 7

• MS-10 Changes for 2023
• MS-10 Ledger Home Page
• Importing the MS-10
• Add Investment
• Deleting, Editing, and Updating Values for an Investment

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Utilities 2

• Register New User
• User List

Importing Data 3

• Overview of the Import Process
• Import File Specification
• Purposes, Types, and Investment Methods

Frequently Asked Questions 13

• Do I have to split MS-9 Capital Reserve funds into principal and interest?
• How should fees be reported on the MS-9?
• How should funds from stock splits be reported?
• How should funds received from class action settlements be reported?
• How should funds that are invested via multiple methods be reported on the MS-9?

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Updates 4

• Build 20200818
• Build 20200324
• Build 20191227
• Build 20201209