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I'm unable to link my E*Trade account. What should I do?
I'm unable to link my E*Trade account. What should I do?
Updated over 9 months ago

If you are experiencing difficulties connecting your E*Trade account to Zoya, please follow these steps:

  1. Log in to your E*Trade account

  2. Once logged in, hover over the Profile icon located on the top right of the screen. A dropdown menu will appear.

  3. From the dropdown menu, click on "Security Settings". This will take you to your Security settings page.

  4. On the Security page, click the "Manage third-party data sharing" link. Alternatively, you can navigate directly to this page using the following URL:
    โ€‹https://us.etrade.com/etx/pxy/security-center/third-party-data-sharing

  5. On the Manage third-party data sharing screen, you will see the question "Do you want to allow third-party data sharing?" Select "Yes" to enable data sharing with external platforms like Zoya.

  6. After selecting Yes, click the "Save" button to confirm your preference.

  7. Return to the Zoya and try linking your E*Trade account again. The connection should now be successful.

Enabling third-party data sharing on your E*Trade account is necessary for Zoya to securely retrieve your portfolio data and sync your holdings through Plaid, our data aggregation partner. Rest assured this connection is read-only and neither Zoya nor Plaid can execute any trades or initiate transfers on your behalf.

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