How to export your CSV
- Log in to etrade.com
- Go to Accounts > Transactions
- Select the account and date range
- Click Download
- Choose CSV format
- Drag-drop the file onto our Import screen
Known quirks
- TransactionDate column is date-only (MM/DD/YYYY) — execution time not available
- Option symbols appear in two formats: AMZN-15MAR24-185C and AMZN240315C00185000
- Both symbol formats are detected and parsed automatically
- Commission is a separate column added to fees
Report a problem with E*TRADE import
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