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   * Options
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 * New to Investing
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   * Overview
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   * Margin Trading
   * Execution Quality
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TAKE CONTROL OF YOUR FINANCIAL FUTURE

Whatever your goals in life, start investing for your future with E*TRADE from
Morgan Stanley.
Get started


GET UP TO $1,000 FOR A LIMITED TIME1

Open and fund a new brokerage account with a qualifying deposit by July 31,
2024. Learn how

Use promo code: REWARD24

 

Open an account


FINANCIAL SOLUTIONS TO PREPARE FOR WHAT’S NEXT



$0 COMMISSIONS1

FOCUS ON YOUR FUTURE, NOT FEES

Online US-listed stocks, ETFs, mutual funds, and options.



PRODUCT CHOICES

FULL RANGE OF INVESTMENTS

Pursue your goals with stocks, options, ETFs, mutual funds, and more.



EASY-TO-USE TOOLS

POWERFUL, INTUITIVE PLATFORMS

Trade online, through Power E*TRADE, or with our mobile apps.



MARKET INSIGHTS

FIND YOUR NEXT OPPORTUNITY

Get timely market analysis, plus free Morgan Stanley equity research.



CORE PORTFOLIOS

AUTOMATED INVESTMENT MANAGEMENT

Get a diversified portfolio that’s monitored and managed for a low annual
advisory fee of 0.30% and $500 minimum.2



RETIREMENT ACCOUNTS

TAKE CONTROL OF TOMORROW

We’ll help you plan and invest for life after work.


UNLOCK YOUR FULL FINANCIAL POTENTIAL

New to online investing? Start here arrow_forward


LONG-TERM INVESTING

Take aim at your future goals with an online experience.

 * Easy-to-use website and mobile app
 * Broad range of account types
 * Insightful education and guidance

Learn more arrow_forward


TRADING

Trade with the Best Trading Technology as rated by Benzinga's 2023 Global
Fintech Awards.3

 * 65¢ options contracts and $1.50 futures contracts4
 * Robust tools and dynamic charts
 * Specialized trading support

Learn more arrow_forward


SAVINGS AND CHECKING

Earn more on your cash with up to 3.00% APY5 on checking and now 4.50%6 on
savings with Morgan Stanley Private Bank.

 * Annual percentage yields (APY) well above the national average7,8
 * Instant transfers to E*TRADE brokerage accounts9
 * FDIC insured up to applicable limits10,11

Learn more arrow_forward


FREQUENTLY ASKED QUESTIONS

See all FAQs




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 WHERE CAN I FIND INFORMATION ON THE MERGER WITH MORGAN STANLEY?

Check out or comprehensive FAQS on what the merger means for you.

 HOW DO I OPEN AN ACCOUNT?

ONLINE

 1. Choose the type of account you want. Then complete our E*TRADE from Morgan
    Stanley brokerage or Morgan Stanley Private Bank online application.
 2. For bank and brokerage accounts, you can either fund your account instantly
    online or mail in your direct deposit.

BY PHONE

Call 800-387-2331

BY MAIL

 1. Download an application and then print it out.
 2. Complete and sign the application.
 3. Send the application with a check made payable to E*TRADE from Morgan
    Stanley or Morgan Stanley Private Bank (depending on the type of account
    you're opening) to the appropriate address.

New to online investing? See how E*TRADE can help


 HOW DO I PLACE A TRADE?

At E*TRADE, we make it easy to trade stocks, bonds, ETFs, mutual funds, and
more. Watch our platform demos or join us live every Wednesday at 11 a.m. ET for
a 20-minute getting started webinar. We’ll show you how to place an order, and
answer any questions you have during a live Q&A session. All with no hold times!

 WHAT ARE YOUR COMMISSIONS AND FEES?

E*TRADE from Morgan Stanley offers $0 commissions for online US-listed stock,
ETF, mutual fund, and options trades - other rates and fees may apply.


View all rates and fees.

 HOW DO YOU ENSURE THE SECURITY AND PRIVACY OF MY ACCOUNT?

Protecting our customers' personal and financial information is one of our top
priorities. In addition to some of the most advanced online security available,
we offer the E*TRADE Complete Protection Guarantee, which protects your privacy,
your assets, and every transaction you make.

 * Complete fraud protection: $0 liability for unauthorized use of your account.
 * Complete payment protection: Plus on-time, accurate online Bill pay and
   Transfer Money.
 * Complete privacy protection: We will not sell your personal information to
   third parties or marketers for any purpose.
 * An optional Digital Security ID: Unauthorized logon is virtually impossible.
 * Electronic documents: Help curb identity theft (you receive statements and
   account documents online instead of by mail).
 * Alerts: You receive customized reports of account activity and every
   transaction by email or mobile phone.

For complete details, visit www.etrade.com/protection.


GET UP TO $1,000 FOR A LIMITED TIME1

Open and fund a new brokerage account with a qualifying deposit by July 31,
2024. Learn how

Use promo code: REWARD24

 

Open an account


ETRADE FOOTER



ABOUT US 

 * Company Overview
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 * Your Privacy Choices

SERVICE 

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QUICK LINKS 

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CONNECT WITH US

phone 800-387-2331

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CHECK THE BACKGROUND OF MORGAN STANLEY SMITH BARNEY LLC ON FINRA'S
BROKERCHECK AND SEE
THE MORGAN STANLEY SMITH BARNEY LLC RELATIONSHIP SUMMARY.

Investment Products • Not FDIC Insured • No Bank Guarantee • May Lose Value

PLEASE READ THE IMPORTANT DISCLOSURES BELOW.

BANKING PRODUCTS AND SERVICES ARE PROVIDED BY MORGAN STANLEY PRIVATE BANK,
NATIONAL ASSOCIATION, MEMBER FDIC.





Important Note: Futures and options transactions are intended for sophisticated
investors and are complex, carry a high degree of risk, and are not suitable for
all investors. For more information, please read the Characteristics and Risks
of Standardized Options and the Risk Disclosure Statement for Futures and
Options prior to applying for an account. You can also view the E*TRADE Futures
LLC Financial Information and Disclosure Documents.





The fund's prospectus contains its investment objectives, risks, charges,
expenses and other important information and should be read and considered
carefully before investing. For a current prospectus, visit
www.etrade.com/mutualfunds or visit the Exchange-Traded Funds Center at
www.etrade.com/etf.





Investing in securities involves risk, including possible loss of principal.
Past performance is not an indication of future results. Supporting
documentation for any claims will be provided upon request.



 1.  E*TRADE from Morgan Stanley charges $0 commission for online US-listed
     stock, ETF, mutual fund, and options trades. Exclusions may apply and
     E*TRADE from Morgan Stanley reserves the right to charge variable
     commission rates. The standard options contract fee is $0.65 per contract
     (or $0.50 per contract for customers who execute at least 30 stock, ETF,
     and options trades per quarter). The retail online $0 commission does not
     apply to Over-the-Counter (OTC) securities transactions, foreign stock
     transactions, large block transactions requiring special handling, futures,
     or fixed income investments. Service charges apply for trades placed
     through a broker ($25). Stock plan account transactions are subject to a
     separate commission schedule. All fees and expenses as described in a
     fund's prospectus still apply. Additional regulatory and exchange fees may
     apply. For more information about pricing, visit etrade.com/pricing.
     
     Offer valid for E*TRADE customers opening one new eligible brokerage
     (non-retirement) account by 7/31/24 and funded within 60 days of account
     opening with $50 or more of new funds or securities. Promo code ‘REWARD24’.
     
     New customer opening only one account
     
     This offer applies to customers who (i) are opening one new E*TRADE from
     Morgan Stanley self-directed brokerage (non-retirement) account (“E*TRADE
     account”); (ii) do not have an existing E*TRADE account; and (iii) do not
     open any other new E*TRADE accounts for 60 days after enrollment in this
     offer. If you are an existing customer or plan to open more than one
     E*TRADE account, then please refer to the “Existing Customers or New
     Customers Opening More than One New Account” terms below.
     
     Cash credits will be granted based on deposits of new funds or securities
     from external accounts made within 60 calendar days of account opening.
     
     Reward tiers under $200,000 ($50-$999; $1,000-$19,999; $20,000-$99,999;
     $100,000-$199,999) will be paid within seven business days following the
     expiration of the 60-day period. However, if you deposit $200,000 or more
     in the new E*TRADE account, then you will receive your cash credit within
     seven business days after the date of your deposit, followed by any
     additional reward owed based on your fulfillment tier at the expiration of
     the 60-day period. If you have deposited at least $200,000 in the new
     E*TRADE account and you make subsequent deposits in that new E*TRADE
     account to reach a higher tier, then you will receive a second cash credit
     following the close of the 60-day window. For example, if you deposit
     $250,000 into your new E*TRADE account, then you will receive a cash credit
     of $800 within seven business days after the date of your deposit. Then if
     you deposit an additional $300,000 into your new E*TRADE account, then you
     will receive an additional cash credit of $200 at the end of the 60-day
     window for a total reward of $1,000. If you deposit $500,000 or more in
     your new E*TRADE account, then you will receive two cash credits that will
     total $1,000 within seven business days after the date of your deposit.
     Cash credits will be paid to the new E*TRADE account where the deposit is
     made.
     
     Existing customers or new customers opening more than one new account
     
     Existing customers or new customers opening more than one account are
     subject to different offer terms. Please click here to view offer terms.
     
     OFFER RULES FOR ALL PARTICIPANTS
     
     This offer applies only to E*TRADE from Morgan Stanley self-directed
     (non-retirement) brokerage accounts.
     
     New funds or securities must (i) be deposited or transferred to the new
     E*TRADE account within 60 days of enrollment in this offer; (ii) be from
     accounts outside of E*TRADE; and (iii) remain in the new E*TRADE account
     (minus any trading losses) for a minimum of six months otherwise your cash
     credit(s) may be surrendered. For purposes of the value of a deposit, any
     securities transferred will be valued as of the closing price of that
     security on the business day the deposit is received as reflected in the
     transaction history. Removing any deposit or cash during the promotion
     period (60 days) may result in a lower reward amount or loss of reward.
     
     Any assets transferred to the new E*TRADE account from an existing Morgan
     Stanley AAA brokerage account(s) will be excluded from the reward amount
     calculations, at E*TRADE’s sole discretion.
     
     If you are attempting to enroll in this offer with a Joint Account, then
     the primary account holder may have to fulfill at the tiers noted before
     the secondary account holder can enroll in this offer. If you experience
     any issues when attempting to enroll with a Joint Account, then please
     contact us at 800-387-2331 and we will be able to assist you with your
     enrollment.
     
     OFFER LIMITATIONS
     
     This offer is valid for one new E*TRADE self-directed brokerage
     (non-retirement) account and funded within 60 days with a qualifying
     deposit.
     
     The following account types are excluded from this offer:  any business
     (incorporated or unincorporated) accounts, retirement accounts, advisory
     accounts, E*TRADE Futures accounts, Morgan Stanley AAA brokerage accounts,
     Morgan Stanley Private Bank, National Association accounts (“Excluded
     Accounts”). This offer excludes non-U.S. residents, and residents of any
     jurisdiction where this offer is not valid. You must be the original
     recipient of this offer to enroll. Customers may only be enrolled in one
     offer at a time. This offer cannot be combined with any other offers. Each
     customer is limited to a maximum of two new account offers.
     
     E*TRADE reserves the right to terminate this offer at any time.
     
     This offer neither is, nor should be construed as a recommendation or
     solicitation to buy, sell, or hold any security, financial product or
     instrument or to open a particular account or engage in any specific
     investment strategy.

 2.  The Annual Advisory Fee is 0.30%, or as low as $1.50 for $500 in assets,
     and is the direct fee charged to any client in the advisory program. The
     advisory fee does not cover underlying management fees and expenses of any
     mutual fund or ETF investment held in the portfolio. 
 3.  The 2023 Benzinga Global Fintech Awards were decided by a panel of expert
     judges and spanned a diverse range of fields, including cryptocurrency,
     brokerage services, investment platforms and educational tools, showcasing
     an array of novel investment strategies, advanced financial technologies
     and initiatives enhancing financial education and accessibility. Read the
     2023 Global Fintech Awards Review.
 4.  Each futures trade is $1.50 (per side, per contract, plus exchange fees),
     excluding cryptocurrency futures trades, which are $2.50 (per side, per
     contract, plus exchange fees). In addition to the per contract, per side
     commission, futures customers may be assessed additional fees, including
     applicable futures exchange and National Futures Association fees, as well
     as brokerage charges for execution of non-electronically traded futures and
     futures options contracts. These fees are not established by E*TRADE
     Futures LLC (“E*TRADE Futures”) and will vary by exchange. E*TRADE Futures
     may participate in U.S. futures exchange rebate programs pursuant to which
     E*TRADE Futures may receive remuneration based on the quantity or volume of
     orders submitted or trades executed by E*TRADE Futures customers on such
     exchanges.
 5.  As of 07/23/2024, the Annual Percentage Yield (APY) of the Premium Savings
     Account offered by Morgan Stanley Private Bank, National Association is
     4.50%. Your interest rate and APY may change at any time and fees may
     reduce earnings. Please visit etrade.com/ratesheet for information
     regarding this account's current interest rate and corresponding APY.
 6.  As of 07/23/2024, the Annual Percentage Yield (APY) of the Max-Rate
     Checking Account is 3.00%. Your interest rate and APY may change at any
     time and fees may reduce earnings. Please visit etrade.com/ratesheet for
     information regarding interest rate tiers, current interest rates, and
     corresponding APYs.
 7.  Based on comparison to the National Deposits Savings Average Annual
     Percentage Yield (APY) as published on the FDIC Weekly National Rates and
     Rate Caps Weekly Update, as of June 17, 2024.
 8.  Based on comparison to the National Deposit Interest Checking Average
     Annual Percentage Yield (APY) as published on the FDIC Weekly National
     Rates and Rate Caps Weekly Update, as of June 17, 2024.
 9.  Transfer Money transactions made between existing accounts will be
     processed immediately. Funds deposited to accounts via Transfer Money from
     external accounts will be available for investment or withdrawal on the
     third business day after the date of deposit if transferred by 4 p.m. ET. 
 10. Deposits held in checking accounts are FDIC insured to at least $250,000.
     Learn more.
 11. The Premium Savings Bank Deposit Program (the "Program") gives Morgan
     Stanley Private Bank, National Association the ability to sweep any amount
     held on deposit in your Premium Savings Account to other depository
     accounts at Federal Deposit Insurance Corporation ("FDIC") member banks
     with the purpose of affording you additional FDIC insurance coverage. The
     Program is designed to offer up to $500,000 in FDIC coverage to individual
     accounts (up to $1 million for joint accounts). Learn more

Prior to investing in a managed portfolio, Morgan Stanley Smith Barney LLC will
obtain important information about your financial situation and risk tolerances
and provide you with a detailed investment proposal, investment advisory
agreement, and wrap fee programs brochure. These documents contain important
information that should be read carefully before enrolling in a managed account
program. Please read the Core Portfolios Wrap Fee Programs Brochure for more
information on the advisory fee, rebalancing methodologies, portfolio
management, third-party transactions, affiliations, and services offered.





Securities products and investment advisory services offered by Morgan Stanley
Smith Barney LLC, Member SIPC and a Registered Investment Adviser. Commodity
futures and options on futures products and services offered by E*TRADE Futures
LLC, Member NFA Stock plan administration solutions and services offered by
E*TRADE Financial Corporate Services, Inc., and are a part of Morgan Stanley at
Work. Banking products and services provided by Morgan Stanley Private Bank,
National Association, Member FDIC. All entities are separate but affiliated
subsidiaries of Morgan Stanley. E*TRADE from Morgan Stanley and Morgan Stanley
at Work are registered trademarks of Morgan Stanley.

System response and account access times may vary due to a variety of factors,
including trading volumes, market conditions, system performance, and other
factors.

Statement of Financial Condition | About Asset Protection | Account Agreements
and Disclosures | Quarterly 606 Report | Business Resiliency Plan

©2024 E*TRADE from Morgan Stanley. All rights reserved. E*TRADE Copyright Policy



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