E-Trade At Work File Importer

Feature request Support Morgan Stanley At Work (E-Trade At Work) accounts for employees of US companies who work in Australia. Area (pick one) Chosen area: Tax & reporting Portfolio Performance Tax & reporting Cash & FX Imports & integrations Mobile UI Other Why does this matter? This resolves E-Trade connectivity being limited to a standard brokerage account and would enable employees of US companies using Morgan Stanley At Work on the E-Trade platform to manage their tax and reporting. These At Work accounts are created by the employer and are used to manage (pre-IPO) stock options, RSUs and ESPP. What should it look like? The platform should enable the import of data from At Work accounts. This information can be extracted from the platform under At Work -> My Account -> Gains & Losses. To accurately track tax and assist in reporting it may be required to also export At Work -> My Account -> Benefit History as this may contain shares that have been obtained, but not yet sold. Example (optional) 1. 2. 3. Extra details (optional) https://us.etrade.com/stock-plans https://www.morganstanley.com/atwork/employees/support