E*TRADE, now part of Morgan Stanley, is one of the original online brokerages offering comprehensive trading capabilities including stocks, options, futures, and retirement accounts. Connect to Quadratic for powerful portfolio analysis and trading insights.
- Connect E*TRADE brokerage accounts with all holdings.
- Track retirement accounts (IRA, 401k, Roth IRA).
- Monitor E*TRADE Bank checking and savings.
- Import options and futures trading data.
- Analyze stock plan benefits and equity compensation.
- Secure Plaid connection with read-only data access.
Why E*TRADE + Quadratic?
E*TRADE offers sophisticated trading. Quadratic provides sophisticated analysis.
Options Analysis
E*TRADE's options capabilities deserve advanced analysis - track strategies and P&L in Quadratic.
Full Account View
See brokerage, retirement, and banking accounts together for a complete E*TRADE relationship view.
Stock Plans
Track employer equity compensation and ESPP alongside your personal investments.
Use Cases
How Quadratic users analyze their E*TRADE accounts.
Portfolio Management
- Track stock, ETF, and mutual fund holdings.
- Monitor portfolio diversification.
- Analyze asset allocation across accounts.
Options Trading
- Track options positions and strategies.
- Analyze P&L on options trades.
- Monitor Greeks and risk metrics.
Retirement Planning
- Track IRA and Roth IRA balances.
- Monitor 401k rollover accounts.
- Analyze retirement readiness.
Stock Plans
- Track equity compensation vesting.
- Monitor ESPP holdings.
- Analyze stock option exercises.
AI-powered E*TRADE analysis
Ask questions about your portfolio naturally. 'What's my options P&L this month?' or 'Show my IRA performance vs the S&P 500' - get instant answers and visualizations.
Beyond Power E*TRADE
E*TRADE's trading platforms are powerful. Quadratic adds portfolio-level analysis, combining E*TRADE data with other accounts for a complete investment picture.
Secure connections
Connect through Plaid with bank-level security. Your E*TRADE credentials stay with Plaid - Quadratic only receives read-only data.
FAQ
How do I connect my E*TRADE account to Quadratic?
In Quadratic, go to Connections, select Plaid, and search for E*TRADE. Sign in with your E*TRADE credentials to establish a secure, read-only connection.
Which E*TRADE accounts are supported?
E*TRADE brokerage accounts, retirement accounts (Traditional IRA, Roth IRA, SEP IRA, 401k rollovers), and E*TRADE Bank accounts are all supported.
Can I track my options trades?
Yes. Options positions and trade history are included in your account data, allowing you to analyze strategies and track P&L.
Does Quadratic support E*TRADE stock plan accounts?
Stock plan accounts including ESPP and equity compensation holdings are typically available through the E*TRADE Plaid connection.
Is E*TRADE now part of Morgan Stanley?
Yes. E*TRADE was acquired by Morgan Stanley but continues to operate as E*TRADE. The Plaid integration remains unchanged.
Is connecting my E*TRADE account secure?
Yes. Quadratic uses Plaid for authentication. Your E*TRADE credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
