Please add Mason Stevens to your list of supported brokers

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  • Hi Caroline,

    Thanks for the request - Yes we'd be happy to look into adding support for Mason Stevens.

    To get started we need some sample contract notes that we can use to create a processing template, ideally at least 2 or 3 examples of both buy and sells.

    Unfortunately we don't have any samples for Mason Stevens but perhaps you could help? If you have any PDF contract notes available that you wouldn't mind sending us, please email them to me directly (scott@sharesight.com)-please note we can't process scanned paper copies, so we need to have the original electronic PDF file.

    If you are able to help us out with same samples we should be able to add support for Mason Stevens with a couple of weeks.
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