E*Trade (Power E*Trade) allows you to export your filled orders directly from the web platform. For the best results, use the Power E*Trade interface.
Exporting from Power E*Trade
- Log in to your E*Trade account on their website.
- Hover over Trading in the top navigation panel and click Power E*Trade from the dropdown menu.
- Navigate to the Account tab and click on Orders.
- Select your desired date range.
- Click the Download button located on the right side of the window to save the file to your computer.
Note: Older trades exported from E*Trade PRO may not include execution times.
Importing to Trandence
- Open Trandence and navigate to the Trades page.
- Click the Import Trades button in the top right corner and select Upload CSV.
- Choose E*Trade and match your CSV’s timezone.
- Upload your saved file.
- Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “E*Trade IRA”). This is crucial if you track multiple brokerage accounts within Trandence.
- Click Import & Review Summary to finish.
📎 Download a sample E*Trade CSV file to see the expected format.
Need Help?
If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at help@trandence.com. We’ll help you get your data synced smoothly!