E*TRADE Positions CSV Instructions

1. Go to etrade.com and navigate to the Portfolios page, on the Positions tab (Step 1 in screenshot below).

2. Select only one account at a time (Step 2 in screenshot below).
Make sure you have the columns: "Symbol", "Price Paid $", and "Qty #". It's ok if you have more than that.

3. Export this to a CSV (Step 3 in screenshot below).

4. Choose "Collapsed View" and "All Positions" on this popup window. This is now the file you will upload to Wingman.
Remember: You only use this CSV to create the account, as it snapshots your current holdings. The CSV file you will use comes from a different place going forward for transaction activity.