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NH Trustee of the Trust Funds Portal
Getting Started
5
Account Setup & Login
Portal Overview
Navigation
Adding and Editing Trustees
Accessing Prior Year Data
Trust Funds (MS-9)
8
MS-9 Changes for 2023
MS-9 Ledger
Add Fund
Instruments
Editing Funds, Updating Values, and Deleting Funds
View all 8
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
View all 7
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?
View all 13
Updates
4
Build 20200818
Build 20200324
Build 20191227
Build 20201209
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