E*Trade offers different modes of authorization, in addition to your username and password. Personal Capital provides its users with an option to to link their E*Trade accounts that require a secondary token/code.
To link these accounts successfully, please take the following steps:
- Log in to Personal Capital
- Click on the '+' icon to link your account.
- Search for 'E*Trade' and click on the search result.
- If you use a token/secure code, please select the correct option under the 'LOGIN WITH SECURITY DEVICE OR PASSWORD' drop-down menu
- If you use, Username and Password, select 'Password Only'
- If you use Security ID, select 'Password and Token'.
- Click on the "Link" button to confirm your information.
- Note: If selecting 'Password and Token', enter in your Username and Password in their respective fields. After clicking "Link", you will receive another prompt to enter in the security token.