Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by E*Trade.
United States
Track your E*Trade portfolio with Wealthfolio
Connect your eligible E*Trade accounts once. Wealthfolio keeps supported data up to date and brings those investments together with accounts held at other institutions.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your E*Trade account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See E*Trade alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from E*Trade
- Available data
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- ADR, ETF, option, and stock holdings with account balances
- Buys, sells, deposits, withdrawals, dividends, fees, and option events
- Eligible accounts
- Eligible E*Trade investment and retirement accounts shown during authorization.
- Available history
- Up to two years of account activity may be available.
- Updates
- E*Trade makes source data available in real time; Wealthfolio refreshes once a day or whenever you choose Sync now.
How to connect E*Trade
Connection method: OAuth on E*Trade's website. Follow the steps below to add the account.
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Choose E*Trade in Wealthfolio Connect and open SnapTrade's secure connection window.
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Follow the redirect to E*Trade's website and sign in there.
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Review the eligible accounts and read-only access requested for portfolio synchronization.
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Approve the connection, return to Wealthfolio, and review your accounts.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
With OAuth, you enter your E*Trade username and password only on E*Trade's website. Wealthfolio and SnapTrade never receive them, and you can revoke the authorization without changing your password.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- E*Trade bank accounts and stock-plan accounts are not returned through this connection. Employer-account support is inconsistent, so some employer accounts may appear without positions.
- Only one active SnapTrade connection is supported for the same E*Trade account. Connecting it again replaces the previous connection.
- E*Trade applies strict connection rate limits, so holdings can take a little longer to load than with some institutions.
Frequently asked questions
Why is an E*Trade account or position missing?
E*Trade bank and stock-plan accounts are not returned. Employer-account support varies, so an employer account may appear without its positions.
What happens if I connect the same E*Trade account again?
E*Trade supports one active SnapTrade connection for the same account. A new connection replaces the previous one.
Why are my E*Trade holdings taking longer to load?
E*Trade applies strict connection rate limits, so holdings can take a little longer to arrive.
How much E*Trade activity can Wealthfolio sync?
Up to two years may be available, including trades, cash movements, dividends, fees, and option events.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect E*Trade?
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