How To Export Trade History From E*Trade

How To Export Your Trade History From E*Trade

Go To the E*Trade website, log into your account, and click on the "Accounts Tab" and then click on "Transactions History".

From the Transactions tab select Custom Time Period from the drop down box, enter the correct From and To dates, and click the Search button.

After the report loads, click the Download icon.

Make sure the date range is correct, and select Spreadsheet Format including Microsoft Excel Details and click the Download button to begin downloading the Excel csv file.

Click the "Download" Button and save your .CSV file in a secure location.  You are now ready to upload to TraderFyles.  

***Make sure your file only includes the current year of data (i.e only 1/1/2021 - 12/31/2021)***

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