Importing Data

Overview of the Import Process
The portal allows users to import fund/investment records into their ledgers using a CSV file. What is a CSV file? A CSV file is a text file of "c...
Thu, 10 Dec, 2020 at 11:20 AM
Import File Specification
Note that the MS-9 will be changing for all filers as of July 1, 2023 (see this article). If you are preparing an MS-9 CSV for the first time ahead of that ...
Mon, 19 Dec, 2022 at 10:29 AM
Purposes, Types, and Investment Methods Reference
The NHTTF site provides dropdown lists of fund types, fund purposes, and fund investment methods for MS-9 and investment types for the MS-10. When removing ...
Fri, 24 Feb, 2023 at 12:00 PM