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Convert Morgan Stanley statements to Excel or CSV

Upload any Morgan Stanley or E*TRADE PDF statement and get a structured spreadsheet in under 60 seconds.

Convert a statement freeSee pricing

No credit card required · 15 free pages

Supported Morgan Stanley statement formats

  • Morgan Stanley brokerage account statements (PDF)
  • Morgan Stanley wealth management statements (PDF)
  • E*TRADE by Morgan Stanley account statements (PDF)
  • Morgan Stanley retirement and IRA statements (PDF)

About Morgan Stanley statements

Morgan Stanley and E*TRADE statements are more complex than standard bank statements — they include trades, dividends, interest, margin, and fees across multiple sections. LedgerLift extracts the full activity register from each section.

Your Morgan Stanley statements are processed in encrypted private storage and never used for AI training or shared with third parties.

How to convert a Morgan Stanley statement

Four steps. Under a minute.

01

Download from Morgan Stanley Online

Log in at morganstanley.com or etrade.com, navigate to Statements, and download your PDF.

02

Upload to LedgerLift

Drop the PDF into LedgerLift. The AI reads the Morgan Stanley layout and extracts all activity.

03

Review and edit

Check the extracted transactions and edit any rows before exporting.

04

Export as Excel or CSV

Download your structured spreadsheet for analysis or accounting use.

Export Morgan Stanley transactions in any format

Excel (.xlsx)

Download a formatted Excel workbook with all transactions on a single sheet. Ready to open in Excel, Google Sheets, or Numbers.

CSV

Download a CSV with standard Date, Description, Debit, Credit, and Balance columns — compatible with QuickBooks, Xero, FreshBooks, and most other accounting platforms.

Why convert Morgan Stanley statements?

Common workflows that use Morgan Stanley statement conversion.

Investment activity review

Export Morgan Stanley transaction history to Excel for portfolio analysis or tax-loss harvesting.

Tax preparation

Compile realized gains, dividends, and interest into a spreadsheet for your CPA or tax software.

Wealth management reporting

Extract client account activity into structured data for advisor reporting.

E*TRADE account migration

Convert E*TRADE historical statements to structured data after migration to Morgan Stanley.

Frequently asked questions about Morgan Stanley conversion

Does LedgerLift support E*TRADE statements after the Morgan Stanley acquisition?
Yes — both legacy E*TRADE PDFs and current E*TRADE by Morgan Stanley statements are supported.
How are complex investment transactions handled?
Trades, dividends, interest, fees, and margin charges are extracted as individual line items. Trade details appear in the Description field.
Can I use this for Morgan Stanley retirement account statements?
Yes. IRA and 401(k) statements are supported. Contributions, distributions, and investment activity are extracted.
Is extraction as accurate for investment statements as for bank statements?
Investment statements are more complex and may require additional review. Accuracy is high but varies with statement complexity.
Can I batch-convert multiple Morgan Stanley statements?
Accountant plan users can upload multiple PDFs at once. Pro and Free users process one at a time.

Ready to convert your Morgan Stanley statement?

Upload your PDF now. No credit card required — 15 pages free.

Convert a Morgan Stanley statement free

Other supported banks

Charles SchwabGoldman Sachs (Marcus)Bank of AmericaChaseView all banks →