Importing Data

Overview of the Import Process
Import Types There are three import processes available to the user: Report of Trust and Capital Reserve Funds (MS-9) Report of Common Trust Fund Inve...
Thu, 20 Dec, 2018 at 2:20 PM
Import File Specification
There are three CSV files attached to the end of this article: one for the MS-9, one for the MS-10, and one for the MS-10 Brokerage Fees and Expenses. They ...
Thu, 17 Jan, 2019 at 10:40 AM