Trust Funds (MS-9)

MS-9 Ledger Home Page
You can get to the MS-9 Ledger Home from either the primary navigation or from the blue "MS-9 Ledger"  button on the Home screen. The MS-9 Ledger ...
Thu, 17 Jan, 2019 at 10:39 AM
Importing the MS-9
The application allows users to prepare a CSV file with MS-9 fund information and import it into the application. The MS-9 CSV must follow a specific format...
Fri, 9 Aug, 2019 at 1:43 PM
Add Fund
You can add a fund to your MS-9 ledger by first accessing the ledger from either the primary navigation or from the blue "MS-9 Ledger"  button on ...
Tue, 26 Jun, 2018 at 3:21 PM
Instruments
To add Instruments to a fund, first go to the MS-9 Ledger Dashboard from the navigation menu or the blue "MS-9 Ledger"  button from the Home page...
Fri, 9 Aug, 2019 at 1:49 PM
Deleting, Editing, and Updating Values to a Fund
To Delete, Edit, or Update the Values to a Fund, first go to the MS-9 Ledger Dashboard from the navigation menu  or the blue "MS-9 Ledger"  button...
Tue, 26 Jun, 2018 at 3:22 PM
Submit the MS-9 Ledger
You can Submit your MS-9 ledger by first accessing the ledger from either the primary navigation or from the blue "MS-9 Ledger"  button on the das...
Tue, 26 Jun, 2018 at 3:22 PM