E*Trade (Etrade Securities LLC) Clients
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1099-B CSV Download
E*Trade (Etrade Securities LLC) provides a downloadable CSV file containing your Form 1099-B information.
- Log on to your ETrade Account.
- Go to the Account Menu.
- Select the Portfolios Tab
- On the Portfolios screen, select the Gains & Losses Tab
- Click the download arrow in the upper right.
- In the "Download" pop up window. Select "Expanded View". Click the Download Button
- A "TaxableGLDownload.csv" file will download to your system.
- Save the .csv file to your Downloads, Desktop or other folder.
1099-B Portable Document Format (PDF)
You may download your E*Trade (Etrade Securities LLC) CONSOLIDATED 2021 FORMS 1099 AND DETAILS PDF file and submit it for processing.
Open Financial Exchange (OFX) Server
E*Trade (Etrade Securities LLC) hosts an OFX server. However, they restrict access to the server such that we cannot retrieve your data in your bahalf.
If you have additional or newer information regarding E*Trade (Etrade Securities LLC) downloadable files, please email us at email@example.com .