How to track your Morrison Securities portfolio

Morrison Securities shows you what you hold. Here's how to see what it's actually earned you — performance, income and fees — with Navexa.

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Getting your Morrison Securities data into Navexa

Email Contract Note Sync

Forward your trade confirmation emails to your personal Navexa address and we'll automatically read them in. Set it up once — every new trade gets imported instantly.

Historical File Import

Import your trade history via CSV or broker export file.

See what your portfolio has actually earned you

Set up Navexa in minutes. Your portfolio updates automatically from that point on — no manual data entry, no spreadsheets, no guessing.

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Navexa only ever reads your data. We import your transactions to work out what your portfolio has done. We never place trades, move money, or change anything in your Morrison Securities account.

Navexa is an independent portfolio tracker and is not affiliated with, endorsed by, or sponsored by Morrison Securities. All product names and trademarks are the property of their respective owners.

The information on this page is general in nature and does not take your objectives, financial situation or needs into account. It is not financial, tax, accounting or legal advice. Consider whether it is appropriate for you and seek professional advice before acting on it.