Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Sign In with Facebook Sign In with Google Sign In with OpenID Sign In with Twitter

Importing mutual fund transactions from Investwell

edited July 2014 in General
Many advisors provide a login using the InvestWell software package.

1. Login to your account

2. Goto the bottom of the page and click on My Transactions

3. Select the following:

Product = Mutual Fund

Select the Additional Columns required: Transaction Type and Folio

4. Click on Export to Excel

5. Open the file in Excel and Save As Excel 97-2003

6. Import using the InvestWell template

Click here for the sample excle file for your review.

Sign In or Register to comment.