ETRADE, now part of Morgan Stanley, is a popular platform for investors and traders. Keeping track of your financial activity is crucial, and that's where your ETRADE statements come in. They provide a detailed record of your transactions, account balances, and investment performance. Whether you need them for tax purposes, personal record-keeping, or simply to review your financial health, accessing your E*TRADE statements is a straightforward process.
Your Ultimate Guide: How to Get Your E*TRADE Statements
Ready to dive into your E*TRADE financial history? Let's get started!
Step 1: Let's Get You Logged In!
First things first, to access your statements, you need to be logged into your E*TRADE account.
1.1 Access the E*TRADE Website or Mobile App:
For Web: Open your preferred web browser and navigate to the official E*TRADE website:
www.etrade.com For Mobile: If you prefer using your mobile device, open the E*TRADE Mobile App. Ensure you have the latest version installed for optimal performance and security.
1.2 Enter Your Credentials:
Locate the "Log On" or "Sign In" button.
Carefully enter your User ID and Password. Remember, security is paramount, so ensure you're on the legitimate E*TRADE site or app.
If you have two-factor authentication (2FA) enabled (which you absolutely should!), you'll be prompted to enter a code sent to your registered device (phone, email, or authenticator app).
1.3 Troubleshoot Login Issues (If Needed):
Forgot your User ID or Password? Don't panic! E*TRADE provides options to recover or reset your credentials. Look for links like "Forgot User ID" or "Forgot Password" on the login page.
Having trouble with 2FA? Double-check your device for the code. If it's not arriving, verify your contact information in your E*TRADE profile or contact customer service.
Step 2: Navigate to "Documents & Statements"
Once successfully logged in, you'll land on your E*TRADE dashboard or "Complete View" page. This is your central hub.
2.1 Locate the Navigation Menu:
On the website, look for a top navigation bar or a side menu. Common labels include "Accounts," "My Accounts," "Documents," or "Statements."
On the mobile app, you'll typically find a menu icon (often three horizontal lines, sometimes called a "hamburger menu") that expands to reveal navigation options.
2.2 Find "Documents & Statements" or Similar:
Within the navigation menu, search for an option specifically labeled "Documents & Statements," "Statements," "Tax Documents," or "Account Activity." The exact wording might vary slightly depending on recent updates to the ETRADE platform.*
Step 3: Select Your Desired Statement Type and Period
Now that you're in the right section, it's time to pinpoint the specific statement you need.
3.1 Choose Statement Category:
E*TRADE typically categorizes statements for ease of access. You'll likely see options like:
Account Statements: These are your regular monthly or quarterly statements detailing all transactions, balances, and holdings.
Trade Confirmations: These are individual records for each trade you've executed, showing details like security, price, quantity, and commission.
Tax Documents: This is where you'll find critical documents like 1099 forms (1099-B, 1099-DIV, 1099-INT, etc.) essential for tax filing. These are usually available annually.
Other Documents: You might also find other important documents like prospectuses, regulatory communications, and annual reports.
3.2 Specify the Time Period:
Once you've selected the statement category, you'll usually be presented with options to filter by year or specific months.
Select the desired year from a dropdown menu.
Choose the specific month or quarter if you're looking for a regular account statement.
For tax documents, the relevant tax year will be clearly indicated.
Step 4: View, Download, or Print Your Statement
You're almost there! Now you can access your statement in your preferred format.
4.1 Previewing Your Statement:
After selecting the statement, it will usually load as a PDF within your browser or app. This allows you to review the content before downloading.
4.2 Downloading Your Statement:
Look for a "Download" icon (often an arrow pointing down) or a "Download" button. Clicking this will save the statement to your device (computer, tablet, or smartphone) as a PDF file.
Remember to note where the file is saved on your device for easy retrieval later.
4.3 Printing Your Statement:
If you prefer a physical copy, once the PDF is open, use your browser's or app's print function. This is typically represented by a printer icon or found under the "File" menu (Ctrl+P on Windows, Command+P on Mac).
Ensure your printer is connected and has enough ink/toner.
Step 5: Consider Electronic Delivery (Go Green!)
E*TRADE offers the convenience of electronic delivery for most documents. This is often the default or recommended option.
5.1 Opting for Electronic Delivery:
Within the "Documents & Statements" section, you may find a link or option to manage your "Delivery Preferences" or "eDelivery Settings."
Here, you can choose to receive your statements, trade confirmations, and other documents electronically instead of by postal mail.
This helps reduce paper clutter, provides instant access, and is generally more secure than physical mail.
5.2 Benefits of eDelivery:
Convenience: Access your documents anytime, anywhere, with an internet connection.
Security: Reduces the risk of mail theft. E*TRADE's secure platform protects your data.
Environmentally Friendly: Less paper means a smaller carbon footprint.
Faster Access: Documents are often available online sooner than mailed copies.
Step 6: What to Do if You Can't Find a Statement or Need Assistance
While the process is generally smooth, you might occasionally encounter a hiccup.
6.1 Utilize E*TRADE's Search Function:
Many financial platforms have a search bar within their document centers. If you're looking for something specific, try using the search function.
6.2 Check Older Periods:
If you can't find a statement, ensure you've selected the correct year and month. Sometimes, statements for very old periods might be archived and require a special request.
6.3 Contact E*TRADE Customer Service:
If you've exhausted all online options, don't hesitate to reach out to E*TRADE's customer support. They can assist with:
Locating missing statements.
Resolving technical issues.
Guiding you through the process if you're stuck.
You can typically find their contact information (phone number, chat support) on their website's "Contact Us" or "Help" section.
Frequently Asked Questions (FAQs)
Here are 10 common questions about accessing your E*TRADE statements, with quick answers:
How to access E*TRADE statements online?
Log in to your E*TRADE account, navigate to "Documents & Statements," select the desired statement type and period, and then view or download the PDF.
How to download E*TRADE tax forms (1099)?
Log in to your E*TRADE account, go to "Documents & Statements," then select "Tax Documents," choose the relevant tax year, and download the 1099 forms.
How to get E*TRADE trade confirmations?
After logging in, go to "Documents & Statements," and look for "Trade Confirmations" to view and download individual trade records.
How to find E*TRADE annual statements?
Log in, go to "Documents & Statements," and select "Account Statements," then choose the desired year to view your annual summaries.
How to opt for electronic delivery of E*TRADE statements?
Within the "Documents & Statements" section, look for "Delivery Preferences" or "eDelivery Settings" and adjust your preferences to receive documents electronically.
How to view past E*TRADE statements?
On the "Documents & Statements" page, use the year and month filters to navigate and view statements from previous periods.
How to print E*TRADE statements?
After opening a statement as a PDF, use your browser's or PDF viewer's print function (usually a printer icon or "File > Print").
How to get a physical copy of an E*TRADE statement?
While electronic delivery is encouraged, you can usually request a mailed physical copy by contacting E*TRADE customer service. Fees may apply for older or additional paper copies.
How to resolve issues accessing E*TRADE statements?
First, double-check your login credentials and chosen filters. If problems persist, contact E*TRADE customer support for assistance.
How to understand my E*TRADE statement?
E*TRADE statements typically include sections for account summary, positions, transactions (deposits, withdrawals, trades), dividends, interest, and fees. Review each section carefully to understand your financial activity.