tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/425-downloading-investments-from-morgan-stanleyInfinite Kind: Discussion 2018-03-17T07:54:14Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-16T21:34:45Z2015-10-16T21:34:45ZDownloading investments from Morgan Stanley<div><p>If you are using direct connect then you are probably not
missing anything.</p>
<p>The institutions usually only maintain a limited history, often
only 30-90 days back, in these systems. To go back further you will
generally have to manually download and import the older
transactions.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-17T00:15:30Z2015-10-17T00:15:31ZDownloading investments from Morgan Stanley<div><p>Is it possible to import a CSV or Excel file? I am only seeing
OFX, QFX and QIF.<br>
Thanks,<br>
Phil</p></div>Philip Civinstag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-17T20:18:00Z2015-10-17T20:18:00ZDownloading investments from Morgan Stanley<div><p>It is possible, but not necessarily straightforward, using the
text file importer or the user developed CSV importer.</p>
<p>The Text file importer is installed using the normal method the
CSV importer for MD2015 can be downloaded from:</p>
<p><a href="https://github.com/stant/mdcsvimporter2015/releases/tag/v19">https://github.com/stant/mdcsvimporter2015/releases/tag/v19</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-18T23:06:38Z2015-10-18T23:06:38ZDownloading investments from Morgan Stanley<div><p>I would also log in to the Morgan Stanley site and see if they
allow older account history downloads in either ofx or qif. Their
site says "View and download current and historical<br>
statements, trade confirmations, tax documents, general
correspondence, reports, and agreements" Not having a Morgan
Stanley account I am not sure what exactly they have made
available.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freemantag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-19T00:01:42Z2015-10-19T00:01:43ZDownloading investments from Morgan Stanley<div><p>Thanks Tom. I called Morgan Stanley support after not being able
to find a way to download the information. They did not give me a
solution. I am able to copy and paste transactions into Numbers
(Apple) but have not tried to use the text file importer yet. My
initial thoughts are it looks difficult.<br>
Phil</p></div>Philip Civinstag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-19T07:49:26Z2015-10-19T07:49:26ZDownloading investments from Morgan Stanley<div><p>I've seen here some FI when you are displaying transactions have
an "export" option, in the case of the one I was looking at
electing this gave me options like download a QIF file of these
transactions</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-19T13:53:30Z2015-10-19T13:53:30ZDownloading investments from Morgan Stanley<div><p>Hi Philip,</p>
<p>Unfortunately, neither the Text File Importer nor the CSV
importer are designed to import Investment type account data.</p>
<p>They're designed for Bank and Credit Card type accounts.</p>
<p>-Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-19T13:56:27Z2015-10-19T13:56:27ZDownloading investments from Morgan Stanley<div><p>Thanks for the info.<br>
Phil</p></div>Philip Civinstag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-20T23:46:52Z2015-10-20T23:46:52ZDownloading investments from Morgan Stanley<div><p>I am sorry I don't think there is an easy way to get you
transaction history for your investment account beyond what Morgan
Stanley makes available.</p>
<p>There are csv to qif/qfx converters, but i have found them
difficult to use and the results less than accurate.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freemantag:infinitekind.tenderapp.com,2009-01-14:Comment/382198562015-10-21T06:16:08Z2015-10-21T06:16:08ZDownloading investments from Morgan Stanley<div><p>I've used a CSV to QIF converter inside of Excel, it worked well
enough but the data had to be in a consistent format. It was a fair
amount of work to use, but in my case it was a once off in
performing the initial data load. The only real issue I found was
that MD would place any transaction with an action of "DIV" into
the Category dividend, even if a specific category was given in the
QIF file.</p></div>dwg