E*Trade is one of the most popular choices among active traders. Their coverage is outstanding and their trading platform is constantly embraced by professional traders.
Kinfo works great with E*Trade! The integration enables end-users on the E*Trade platform to track their trading performance in a meaningful way using both the mobile app and web version of kinfo.
Linking guide
Kinfo integrates directly with E*Trade using the official API. This is a secure method for allowing kinfo access to trade data without sharing your credentials.
When you start the linking process you will open up a separate browser window with a form provided by E*Trade. Once the authentication process is completed, kinfo will obtain a token to access your trade history.
For more general information, see Linking your broker.
Important info about auto-sync
E*Trade does not support auto-sync.
To update your account after the initial sync, you have to click Sync Now to update.
About Security
Kinfo uses the official E*Trade API and has an agreement directly with E*Trade to enable linking E*Trade to kinfo.
The integration uses OAuth which is a secure method of providing third-party access without sharing credentials.
- Kinfo NEVER see, store or have access to your real broker credentials
- Kinfo can NEVER be used to execute trades
- Kinfo can NEVER touch your money/assets or make any changes to your account
Linking your account
Once you click the E*Trade logo, a separate window will open. This window & form is provided by E*Trade
You may be asked to accept that kinfo can access your account
Once the authentication is complete the platform will start downloading trades, the progress can be followed under broker connections.
3 Track your trading performance
If you completed the steps above your E*Trade account should be linked to kinfo and the platform will start tracking your trading performance.
The integration to E*Trade does not support auto-sync. To sync you have to click the Sync Now button.
Trades & performance are tracked based on closed out trades and when corresponding buy & sell transactions can be found. If you suspect any errors or have any questions, feels free to reach out on support@kinfo.com
Good luck with your trading!
