Convert Morgan Stanley Statements to CSV & Excel
Convert a Morgan Stanley client statement PDF — including legacy Smith Barney and E*TRADE-from-Morgan-Stanley — into a clean spreadsheet.
We'll email you as soon as Morgan Stanley conversion is ready.
Why convert a Morgan Stanley statement?
Morgan Stanley's wealth-management statements have no clean self-service CSV, and accountants reconciling high-net-worth clients need the holdings and activity in a spreadsheet. The multi-account, multi-page format is exactly what a generic text extractor mangles.
What you get
| Section | Fields extracted |
|---|---|
| Holdings | Symbol, description, quantity, price, cost basis, value |
| Activity | Date, type, symbol, amount |
| Income | Dividends, interest, realized gains |
| Summary | Beginning/ending value by account |
How to convert your Morgan Stanley statement
- 1 Download the Morgan Stanley statement PDF.
- 2 Upload the PDF here.
- 3 Review the extracted accounts and holdings.
- 4 Download your CSV or Excel file.
FAQ
Legacy Smith Barney / E*TRADE statements?
Yes — legacy Smith Barney and E*TRADE-from-Morgan-Stanley layouts are supported alongside current client statements.
Multiple accounts on one statement?
Each account is separated in the output so reconciliation stays clean.
Does it work on scanned or photographed statements?
Yes — scanned PDFs, faxed copies, and clear phone photos are supported via OCR, in addition to native digital PDFs. Image quality affects accuracy, so a straight, well-lit scan converts best.
Is my financial data safe?
Files are processed for conversion only and deleted automatically afterward — nothing is stored, sold, or shared. Transfer is encrypted (TLS), and we keep no copy of your statements after you download your spreadsheet.