ETRADE, now a part of Morgan Stanley, is a popular platform for investors and traders. Whether you're a seasoned pro or just starting your investment journey, keeping track of your orders is crucial. This guide will walk you through the process of viewing your saved orders on ETRADE, ensuring you always know the status of your investment intentions.
Navigating Your E*TRADE Account: A Step-by-Step Guide to Viewing Saved Orders
Have you ever placed an order on ETRADE, only to wonder later if it went through or where you can find its details? Don't worry, you're not alone! Many users find themselves in this situation. This comprehensive guide will show you exactly how to locate and review your saved, pending, and even completed orders on the ETRADE platform, making your investment management a breeze.
Step 1: Log In to Your E*TRADE Account
The very first step to accessing your saved orders is, of course, logging into your E*TRADE account. This seems obvious, but it's the gateway to all your account information.
1.1 Accessing the Login Page
Open your web browser and navigate to the official ETRADE website. You can usually find it by searching for "ETRADE" on Google or by directly typing
us.etrade.cominto your address bar.Look for the "Log On" button, typically located in the upper right-hand corner of the homepage.
1.2 Entering Your Credentials
Click on "Log On". You'll be prompted to enter your User ID and Password.
Carefully input your credentials. If you have "Remember User ID" checked, you might only need to enter your password.
If you've forgotten your User ID or Password, look for links like "Forgot User ID or Password?" and follow the recovery steps. E*TRADE has robust security measures, so you might need to answer security questions or verify your identity.
Step 2: Locating the "Accounts" or "Portfolio" Section
Once you've successfully logged in, you'll land on your E*TRADE dashboard, often referred to as the "Complete View" page. This page provides a summary of your accounts. To find your orders, you'll need to navigate to the dedicated section for your investment activities.
2.1 Navigating to Your Account Overview
On the main dashboard, look for a prominent tab or link labeled "Accounts" or "Portfolios". These are usually found in the main navigation bar at the top or on the left-hand side of the screen.
Click on the relevant option to proceed to your detailed account overview. This section usually displays your holdings, cash balance, and other important account metrics.
Step 3: Finding Your "Orders" or "Activity" Tab
Within the "Accounts" or "Portfolio" section, E*TRADE organizes various aspects of your investment activity into different tabs or sub-sections. Your orders will be found here.
3.1 Identifying the Orders Section
Once you're in your "Accounts" or "Portfolio" view, scan for tabs or links such as "Orders," "Order Status," "Activity," or "Trade History." The exact terminology might vary slightly depending on whether you're using the standard ETRADE platform or Power ETRADE.
Most commonly, you'll find a dedicated "Orders" tab. Click on this tab.
3.2 Understanding Different Order Statuses
Within the "Orders" section, you'll typically see different categories of orders:
Pending Orders: These are orders you've placed that have not yet been executed. They might be waiting for a specific price, market conditions, or are simply awaiting processing.
Filled/Executed Orders: These are orders that have been successfully completed. You've either bought or sold the specified security.
Cancelled Orders: These are orders you or E*TRADE have cancelled before they could be executed.
Partial Fills: Sometimes, an order might be partially filled, meaning only a portion of the desired quantity was bought or sold. The remaining portion might still be pending.
Step 4: Reviewing Your Saved and Pending Orders
Now that you're in the "Orders" section, you can delve into the details of your saved and pending orders.
4.1 Filtering and Sorting Orders
E*TRADE often provides filtering options to help you narrow down your search. You might be able to filter by:
Date Range: View orders placed today, in the last 7 days, 30 days, or a custom range.
Account: If you have multiple E*TRADE accounts, you can select a specific one.
Status: Choose to view only "Pending," "Filled," or "Cancelled" orders.
Symbol/Security: Look up orders for a specific stock, ETF, or mutual fund.
Utilize these filters to efficiently find the orders you're looking for. You can also typically sort the orders by various columns like "Order Date," "Status," "Symbol," or "Quantity."
4.2 Examining Order Details
For each order listed, you'll see key information at a glance, such as:
Symbol: The ticker symbol of the security.
Action: Whether it's a Buy or Sell order.
Quantity: The number of shares or contracts.
Order Type: (e.g., Market, Limit, Stop, Stop Limit).
Price: The price at which you intend to buy or sell (for limit/stop orders).
Status: (e.g., Pending, Open, Executed, Cancelled, Partially Filled).
Order Date/Time: When the order was placed.
Expiration: When the order will expire if not filled (e.g., Good for Day, Good 'Til Cancelled (GTC)).
Clicking on an individual order will usually reveal more granular details, including commission information, execution details (if filled), and any specific terms or conditions.
Step 5: Managing Your Pending Orders (If Applicable)
If you have pending orders, this section is particularly important.
5.1 Modifying or Cancelling Orders
For pending orders, you'll often see options to "Modify" or "Cancel" the order.
Modifying: If market conditions have changed or you've re-evaluated your strategy, you can adjust parameters like the limit price or quantity for certain order types. Be aware that modifying an order might effectively cancel the old one and create a new one.
Cancelling: If you no longer wish for the trade to execute, you can cancel it. However, keep in mind that once an order is fully or partially executed, it cannot be cancelled. Always confirm before cancelling.
Follow the on-screen prompts for confirmation when modifying or cancelling an order. You'll typically receive a confirmation message.
Step 6: Understanding Order History for Past Transactions
While the "Orders" section primarily focuses on active or recently completed orders, E*TRADE also provides a comprehensive "Trade History" or "Activity" section for all your past transactions.
6.1 Accessing Trade History
Often, the "Orders" tab will have a sub-tab or link leading to "Trade History" or "Account Activity."
Clicking on this will give you a detailed ledger of all your executed trades, dividends, deposits, withdrawals, and other account movements over a longer period.
This section is invaluable for tax purposes, performance analysis, and simply understanding your past investment decisions. You'll likely be able to download statements or reports from here as well.
Conclusion: Staying Informed with E*TRADE
By following these steps, you'll be well-equipped to efficiently view and manage your saved and active orders on ETRADE. Regularly checking your order status ensures that your investment strategies are being executed as intended and helps you stay on top of your portfolio. ETRADE's robust platform is designed to give you significant control and transparency over your trading activities, empowering you to make informed decisions.
10 Related FAQ Questions
Here are 10 "How to" FAQ questions related to viewing saved orders on E*TRADE, with quick answers:
How to check the status of an E*TRADE order?
You can check the status of an E*TRADE order by logging into your account, navigating to the "Accounts" or "Portfolio" section, and then clicking on the "Orders" tab. Here, you'll see pending, filled, and cancelled orders.
How to cancel a pending order on E*TRADE?
To cancel a pending order, go to the "Orders" tab in your E*TRADE account, locate the specific pending order, and click on the "Cancel" option next to it. Confirm the cancellation when prompted.
How to modify an existing order on E*TRADE?
You can modify an existing pending order by going to the "Orders" tab, finding the order, and selecting the "Modify" option. You can then adjust parameters like price or quantity before confirming the changes. Note: Not all order types can be modified, and modifications may be treated as a new order.
How to find completed trades on E*TRADE?
Completed trades on E*TRADE can be found in the "Orders" tab, usually under a "Filled" or "Executed" sub-section, or more comprehensively in the "Trade History" or "Account Activity" section within your account overview.
How to view all my past transactions on E*TRADE?
To view all your past transactions, log in to E*TRADE and go to your "Accounts" or "Portfolio" section. Look for a link or tab labeled "Trade History" or "Account Activity," which will provide a detailed record of all your financial movements.
How to identify a partial fill on E*TRADE?
A partial fill will be indicated in the "Status" column of your "Orders" tab. It will show something like "Partially Filled," and the remaining quantity of the order will still be shown as pending.
How to access order confirmations on E*TRADE?
Order confirmations for executed trades are typically available within your "Trade History" or "Account Activity" section, or within your account statements, which can usually be found under a "Documents" or "Statements" section.
How to know if my E*TRADE order was rejected?
If your E*TRADE order was rejected, its status in the "Orders" tab will typically show as "Rejected" along with a reason for the rejection. You might also receive a notification or message within the platform.
How to check the expiration date of a Good 'Til Cancelled (GTC) order on E*TRADE?
The expiration date, or duration, for a GTC order will be displayed in the order details when you view it under the "Orders" tab. E*TRADE usually has its own policy on how long GTC orders remain active before expiring (e.g., 60 days).
How to download my E*TRADE trade history for tax purposes?
You can usually download your E*TRADE trade history and tax documents by navigating to a "Documents," "Statements," or "Tax Center" section within your account. This allows you to generate reports for specific periods.
