E*Trade CSV Download

Log on to E*Trade

  1. Go to the "Accounts" Menu.
  2. Select the "Portfolios" Tab
  3. On the Portfolios screen, select the "Gains & Losses" Tab
  4. Under "View", select Taxable.
  5. Under "Tax Year", select the applicable tax year.
  6. Click the "Download" link 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 file to your Downloads, Desktop or other folder.