E*Trade 2.0 (Beta)

Do NOT connect to this brokerage unless you are instructed by the StockHero team to do so. You may still connect to the standard E*Trade brokerage.

In StockHero, there are two E*TRADE API connectors available.

The first is E*Trade, which is the standard ETRADE connector and the most widely used option. The second is E*Trade 2.0 (beta). As the “beta” designation indicates, this connector is still under development and users who choose to connect through E*Trade 2.0 should be prepared for potential issues, limitations, or unexpected behavior.

Connecting to E*Trade 2.0 (beta) requires several additional steps and is not as straightforward as connecting through the standard E*Trade connector. However, the purpose of introducing the 2.0 connector is to establish a more stable and reliable connection with E*Trade over the long term.

If you have been instructed to use E*Trade 2.0 (beta), please follow the steps below carefully to complete the connection.

1. Log in to your E*Trade brokerage account

2. Navigate to this URL: https://us.etrade.com/etx/ris/apikey

3. In your Sandbox environment, you will be able to access the Consumer Key and Secret. Keep this page open.

4. In another tab or window, log in to your StockHero account and navigate to the Settings > Brokerage API page.

5. Select E*Trade 2.0 (beta) and scroll down to view Consumer Key and Secret textfields.

6. Copy the two keys from step 3 to the respective textfields. Click the Authorization button.

7. You will be directed to E*Trade and will have to log in to start the authorization process.

8. Accept the Agreement as shown in your E*Trade account.

9. The next page will display the Verification Code. Copy this code into the same StockHero page as described in step 6.

10. Connection should be established.