E*Trade Trades CSV Instructions

Follow these steps to download your trades CSV file from E*Trade and import into Wingman.

  1. On www.etrade.com, select the Transactions tab (#1 in screenshot below).
  2. Click the Account dropdown to select the appropriate account (#2 in screenshot below).
  3. Select custom date range from the Time Period dropdown. (#3 in screenshot below) Note: The earliest transaction date Wingman accepts is the day you added the account to Wingman. Follow the recommend start date for each import at the top of this page (the table of accounts). This is to keep your data consecutive and clean.
  4. Export as CSV by clicking the Download button (#4 in screenshot below).
  5. 🎉Upload your file to its respective account at the top of the Import Trades page.
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