E*Trade / Morgan Stanley Dividend Tracker

E*Trade merged with Morgan Stanley on February 9, 2026, and YieldLens supports both the legacy E*Trade CSV and the new Morgan Stanley Excel (.xlsx) exports. Connect for automatic sync of positions, transactions, and dividends, or download an Activity export and upload it.

How to track your E*Trade / Morgan Stanley dividends

1. 1In YieldLens, open the Broker Accounts tab and connect E*Trade for automatic sync.
2. 2Or export from Morgan Stanley: go to Accounts > Activity, set a date range, and download the Excel (.xlsx) file.
3. 3Upload the file to YieldLens — both legacy E*Trade CSV and Morgan Stanley XLSX formats are detected automatically.

Good to know

• New exports come as Excel (.xlsx) from the Morgan Stanley platform; legacy E*Trade CSVs still work.
• Margin balances aren’t synced from any broker — enter your margin amount manually on the Margin page.