Connect E*TRADE
Connect E*TRADE to VEXA through SnapTrade with your own E*TRADE login, read-only, and VEXA syncs your stocks, ETFs and options every day. Automatic sync is a Pro feature.
On this page
What this does
Connects your ETRADE account to VEXA and keeps it up to date on its own. ETRADE is a US broker with no file import in VEXA, so the connection is the route in.
The connection runs through SnapTrade, VEXA’s connection partner. You sign in with E*TRADE inside SnapTrade’s portal, VEXA never sees your password, and the access is read-only: VEXA cannot place, change or cancel orders. Automatic sync is a Pro feature.
Before you start
- Have your ETRADE login to hand, and the phone or device ETRADE uses for verification. The sign-in happens with E*TRADE, not with VEXA.
- The link SnapTrade opens is valid for five minutes. If you leave it open longer, start again from VEXA.
- On a free account the Connect with E*TRADE button explains that automatic sync needs Pro. Nothing else on the broker page changes.
Steps
Same on every platform
- In VEXA, open Profile, then Connected brokers, and choose E*TRADE.
- Open the Automatic sync tab and choose Connect with E*TRADE.
- SnapTrade opens ETRADE’s own sign-in page. Enter your ETRADE login and complete any verification E*TRADE asks for.
- Approve the read-only connection and choose the accounts you want to link.
- Return to VEXA. On a phone or tablet, switch back to the app when the portal finishes. If the accounts have not appeared, choose I’ve connected.
- The first sync starts on its own. Compare one imported trade with E*TRADE before relying on a long history.
What syncs
- Stocks, ETFs and options. Every fill, with the commissions and fees E*TRADE reports.
- Each linked account is its own account in VEXA, named after E*TRADE and the last digits of the account number, so the account filter keeps them apart.
- Every day. New trades appear the day after they settle at E*TRADE. Choose Sync Now for an on-demand refresh.
- History. The first sync brings in everything E*TRADE exposes through the connection. Anything already in your journal is recognised, not duplicated.
Reconnecting and disconnecting
If ETRADE asks you to sign in again, for example after a password change, VEXA marks the account as needing a reconnect. Choose **Reconnect ETRADE**, sign in once, and the sync resumes. Your trades are not affected.
To stop syncing, choose Disconnect E*TRADE on the broker page. The connection is removed at SnapTrade and the trades already imported stay in your journal.
What you should see
One connected account per E*TRADE account you approved, each with a last-sync time. The first sync usually finishes within a few minutes, and the trades appear under that account in the account filter.
If it doesn’t work
- “Automatic sync is a Pro feature.” The account you are signed in with is not on Pro. Upgrade, then choose Connect with E*TRADE again.
- “Automatic sync for this broker isn’t switched on yet.” The connection is not live on VEXA’s side yet. The button stays where it is, so check back shortly.
- The portal says the link has expired. SnapTrade links last five minutes. Return to VEXA and choose Connect with E*TRADE again.
- No accounts appeared after you signed in. Choose I’ve connected on the broker page. If nothing appears, you approved no accounts in the portal; connect again and tick at least one.
- Trades from today are missing. That is expected. E*TRADE reports fills the day after they settle, and the daily sync picks them up then.
Related
Still stuck? Email support@vexatrade.ai.