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 templateClick here
for the sample excle file for your review.