How to Import from E*TRADE

Step 1

Navigate to your Power E*TRADE web platform.

Step 2

In your Power E*TRADE web platform, navigate to the “Account” tab.

Step 3

Then, select the “Orders” tab right underneath.

Step 4

Select the date range you would like to import.

Step 5

Download the CSV using the download button in the top right of the trading panel.
Save the file to your computer.

Step 6

In our app, click the “Choose .csv File” button and select the file you saved from Step 5.

Step 7

Choose your Import Method. We recommend the “Smart Import” choice.

Step 8

Click the “Import Trades” button to import the trades.