Connecting ETrade takes about 90 seconds. You click Connect on ETrade's card in QuantWheel, log in on E*Trade's own website, and approve read-only access. QuantWheel starts syncing your positions, transactions, and cost basis automatically.
Before you start
Required:
- The Wheel, Quant or GEX plan, or an active $1 trial.
- A E*Trade account with online access credentials.
- A web browser (the connection flow doesn't work in the QuantWheel mobile app yet).
Time to complete: 90 seconds
Steps
In QuantWheel, open your profile menu and choose Connect Brokers.
Find the E*Trade card in the list of supported brokers and click Connect.
An authentication modal appears showing the ETrade logo and the next three steps: directed to ETrade, log in, and confirm data sharing. Click Continue.
- You're redirected to ETrade's own login page. Enter your ETrade username and password. If you use two-factor authentication on your E*Trade account, complete it here.
E*Trade displays a consent screen listing the read-only access QuantWheel is requesting - positions, transactions, and balances.
Approve the request.You're returned to the QuantWheel Broker Integration page.
E*trade now shows as Connected with Account is syncing status.
You should see your positions within 10 minutes of syncing.
There might be a 24-hour delay for initial options positions sync if you use E*trade.
Open "Open Positions" and the "Journal" to confirm your positions and trades are appearing.
FAQ
Initial sync takes a few minutes for most brokers. If more time passes and positions still don't appear, see Broker sync failed.
The login step runs on ETrade's own website, not QuantWheel. If ETrade returns an error (wrong password, account locked, 2FA failure), resolve it there first. Once you can log in to E*Trade directly, retry the QuantWheel connection.
Yes. After the first account connects, click Connect on E*Trade's card again to add another. Each account is tracked separately; Open Positions and the Journal show the combined view.
No. Connecting ETrade grants read-only access to positions, transactions, and balances. QuantWheel does not place trades in your ETrade account.
In QuantWheel, open your profile menu and choose Connect Brokers. On the E*Trade card, click the disconnect option. Disconnecting stops sync immediately; historical imported data stays in the journal unless you delete it separately.
The OAuth token ETrade issued stays valid until you revoke it from ETrade's side or disconnect from QuantWheel's side. If E*Trade force-expires the token (this can happen after a password change or security event), you'll see a re-connection prompt in QuantWheel.