Step 1 - Import your trade information

To get started, select your broker below, and follow the instructions..

Morgan Stanley import instructions

For Morgan Stanley equity awards and sales, two files are needed.

1. The releases file is needed, which contains vesting information.

2. The withdrawals file is needed, which contains sale information.

CGT Calculator does not offer tax advice, and accepts no liability for the accuracy of calculations.

It is up to you to check the output of this tool and to seek tax advice if in doubt.