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Submission: On March 06 via api from US — Scanned from DE
Effective URL: https://us.etrade.com/a/home-life-a
Submission: On March 06 via api from US — Scanned from DE
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Home Skip to content * Banking * Stock Plans Refer a Friend Contact us Log on * Account Types Expand Account Types keyboard_arrow_down * Overview * Brokerage * Retirement * Core Portfolios * Managed Portfolios * Small Business * Bank * Investment Choices Expand Investment Choices keyboard_arrow_down * Overview * Stocks * Options * Mutual Funds * ETFs * Futures * Bonds and CDs * Prebuilt Portfolios * IPO / New Issues * New to Investing * Trading Expand Trading keyboard_arrow_down * Overview * Platforms * Margin Trading * Execution Quality * Pricing and Rates * Insights Expand Insights keyboard_arrow_down * Overview * Investing Basics * Advanced Trading * Retirement Planning * Tax Planning * Morgan Stanley Thought Leadership * Market News * Thematic Investing * Events * Life Stages * View more items more_horiz search Search Search by Symbol/Keyword search Close search close Open an account Log on Open search search Home Open an account Search by Symbol/Keyword search Close search close * Account Types arrow_back Back to Main Menu * Overview * Brokerage * Retirement * Core Portfolios * Managed Portfolios * Small Business * Bank * Investment Choices arrow_back Back to Main Menu * Overview * Stocks * Options * Mutual Funds * ETFs * Futures * Bonds and CDs * Prebuilt Portfolios * IPO / New Issues * New to Investing * Trading arrow_back Back to Main Menu * Overview * Platforms * Margin Trading * Execution Quality * Pricing and Rates * Insights arrow_back Back to Main Menu * Overview * Investing Basics * Advanced Trading * Retirement Planning * Tax Planning * Morgan Stanley Thought Leadership * Market News * Thematic Investing * Events * Life Stages * Banking * Stock Plans * Refer a Friend * Contact us Log on Open an account PLEASE UPGRADE YOUR BROWSER E*TRADE uses features that may not be supported by your current browser and might not work as intended. For the best user experience, please use an updated browser. BE READY FOR LIFE'S BIGGEST MOMENTS Get financially prepared for whatever life throws your way with help from E*TRADE. Get started GET UP TO $600 FOR A LIMITED TIME1 LEARN HOW Just open a new E*TRADE brokerage or retirement account with a qualifying deposit by April 18, 2023. Use promo code: BONUS23 Open an account FINANCIAL SOLUTIONS FOR EVERY STEP IN LIFE $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 award-winning apps.2 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.3 RETIREMENT ACCOUNTS TAKE CONTROL OF TOMORROW We’ll help you plan and invest for life after work. A ONE-STOP SHOP FOR YOUR FINANCIAL GOALS 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 Tackle the markets with a package of resources engineered for those who love to trade. * 65¢ options contracts and $1.50 futures contracts4 * Robust tools and dynamic charts * Specialized trading support Learn more arrow_forward SAVINGS AND CHECKING Get convenient, low-fee banking from Morgan Stanley Private Bank. * FDIC insured * Free cash transfers * Competitive rates Learn more arrow_forward FREQUENTLY ASKED QUESTIONS See all FAQs Expand all 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 Securities 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 Securities 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 $600 FOR A LIMITED TIME1 LEARN HOW Just open a new E*TRADE brokerage or retirement account with a qualifying deposit by April 18, 2023. Use promo code: BONUS23 Open an account ETRADE FOOTER ABOUT US * Company Overview * Investor Relations * Newsroom * Careers * Privacy * About Our Ads * Accessibility at E*TRADE SERVICE * Contact Us * FAQs * Forms and Applications * Financial Consultants QUICK LINKS * Open An Account * Fund My Account * Cash Management * Stock Plans * Executive Services * Refer a Friend * Security Center * Site Map CONNECT WITH US phone 800-387-2331 * * * * * -------------------------------------------------------------------------------- CHECK THE BACKGROUND OF E*TRADE SECURITIES LLC AND MORGAN STANLEY SMITH BARNEY LLC ON FINRA'S BROKERCHECK AND SEE E*TRADE SECURITIES LLC AND E*TRADE CAPITAL MANAGEMENT, LLC RELATIONSHIP SUMMARY AND 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 charges $0 commission for online US-listed stock, ETF, mutual fund, and options trades. Exclusions may apply and E*TRADE 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. E*TRADE credits and offers may be subject to US withholding taxes and reporting at retail value. Taxes related to these credits and offer are the customer’s responsibility. Cash credits for Individual Retirement Accounts are treated as earnings for tax purposes. E*TRADE and its affiliates do not provide tax advice. Offer valid for new E*TRADE Securities customers opening one new eligible retirement or brokerage account by 4/18/2023 and funded within 60 days of account opening with $5,000 or more. Promo code 'BONUS23'. New customer opening one account: These rules strictly apply to customers who are opening one new E*TRADE account, do not have an existing E*TRADE account and do not open any other new E*TRADE accounts for 60 days after enrollment in this offer. For other circumstances, please refer to the “Existing Customers or New Customers Opening More than One Account” disclosures below. Cash credits will be granted based on deposits of new funds or securities from external accounts made within 60 days of account opening, as follows: $5,000-$19,999 will receive $50; $20,000-$49,999 will receive $100; $50,000-$99,999 will receive $200; $100,000-$199,999 will receive $300; $200,000-$499,999 will receive $600; $500,000-$999,999 will receive $1,200; $1,000,000-$1,499,999 will receive $2,500; $1,500,000 or more will receive $3,500. Reward tiers under $200,000 ($5,000-$19,999; $20,000-$49,999; $50,000-$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, you will receive a cash credit within seven business days, followed by any additional reward based on your fulfillment tier at the expiration of the 60 day period. If you have deposited at least $200,000 in the new account, and you make subsequent deposits in that account to reach a higher tier, you will receive a second cash credit following the close of the 60 day window. For example, if you deposit $250,000, you will receive a cash credit of $600 within seven business days, then if you deposit an additional $300,000 into your new account, you will receive an additional cash credit of $600 at the end of the 60 day window for a total reward of $1,200. If you deposit between $200,000 and $1,499,999 in your new account, you will receive a cash credit in two transactions at the end of the 60 day window—depending on your initial funding amount. If you deposit $1,500,000 or more in your new account, you will receive two cash credits that will total $3,500 within seven business days. Cash credits will be paid to the account where the deposit is made. 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: New funds or securities must be deposited or transferred within 60 days of enrollment in offer, be from accounts outside of E*TRADE, and remain in the account (minus any trading losses) for a minimum of six months or the 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 the securities at market on the business day the deposit is received as reflected in transaction history. Removing any deposit or cash during the promotion period (60 days) may result in lower reward amount or loss of reward. Any assets transferred from Morgan Stanley accounts to E*TRADE are not considered to be from accounts outside of E*TRADE and may not be included for purposes of offer eligibility or reward amount calculations, at E*TRADE’s sole discretion. If you are attempting to enroll in this offer with a Joint Account, 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, please contact us at 800-387-2331 and we will be able to assist you with your enrollment. Offer limitations: Offer valid for E*TRADE Securities brokerage, Coverdell, and the following types of E*TRADE retirement accounts: Traditional IRA, Individual 401(k), Roth Individual 401(k), Roth IRA, Rollover IRA, Beneficiary Roth IRA, and Beneficiary Traditional IRA This offer is not valid for any business (incorporated or unincorporated) accounts, other E*TRADE Securities retirement account types (SEP IRA, SIMPLE IRA, retirement accounts for minors, profit sharing plans, money purchase pension plans and investment only noncustodial retirement plans, Beneficiary IRA Estate, Beneficiary IRA Trust, Beneficiary Roth IRA Estate, Beneficiary Roth IRA Trust), E*TRADE Capital Management, E*TRADE Futures, and Morgan Stanley Private Bank, National Association accounts. 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. Cannot be combined with any other offers. Each customer limited to a maximum of two new account offers. E*TRADE Securities reserves the right to terminate this offer at any time. Consolidation is not right for everyone, so you should carefully consider your options. Before deciding whether to retain assets in a retirement plan account through a former employer, roll them over to a qualified retirement plan account through a new employer (if one is available and rollovers are permitted), or roll them over to an IRA, an investor should consider all his or her options and the various factors including, but not limited to, the differences in investment options, fees and expenses, services, the exceptions to the early withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, the tax treatment of employer stock (if held in the qualified retirement plan account), and the availability of plan loans (i.e., loans are not permitted from IRAs, and the availability of loans from a qualified retirement plan will depend on the terms of the plan). For additional information, view the FINRA Website. If you have multiple IRAs at E*TRADE or at other financial institutions, the annual contribution limit applies to contributions made to all of your IRAs (traditional and Roth IRAs) combined which can impact your ability to make a contribution to an IRA for the current tax year. Before making a contribution, check your other IRAs and refer to the Contribution Limits Table for more details. E*TRADE Securities LLC and its affiliates do not provide tax advice, and you should always consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences. 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. In StockBrokers.com's 2022 Online Broker Review of 15 firms across 200 different variables issued January 11, 2022, and based on evaluation conducted from January 1, 2021 – December 31, 2021, E*TRADE was awarded the #1 Trader App, and #1 Web Trading Platform Awards. In addition, E*TRADE received eleven Best in Class distinctions: Best Overall, Mobile Trading Apps, Customer Service, Offering of Investments, Options Trading, Beginners, IRA Accounts, Futures Trading, Active Trading, Education, and Ease of Use. E*TRADE's star ratings for all category rankings out of 5: Overall (5.0 stars), Commissions & Fees (4.5 stars), Offering of Investments (5.0 stars), Platforms & Tools (4.5 stars), Research (4.5 stars), Mobile Trading (5.0 stars), Ease of Use (5.0 stars), Education (4.5 stars), Customer Service (4.5 stars). Read the 2022 Online Broker Review. 3. 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. 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 and will vary by exchange. E*TRADE may participate in U.S. futures exchange rebate programs pursuant to which E*TRADE may receive remuneration based on the quantity or volume of orders submitted or trades executed by E*TRADE customers on such exchanges. Prior to investing in a managed portfolio, E*TRADE Capital Management 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 E*TRADE Wrap Fee Programs Brochure for more information on the advisory fee, rebalancing methodologies, portfolio management, third-party transactions, affiliations, and services offered. Securities products offered by E*TRADE Securities LLC (ETS), Member SIPC or Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. Investment advisory services offered by E*TRADE Capital Management, LLC (ETCM) or MSSB. 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. Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC. All entities are separate but affiliated subsidiaries of Morgan Stanley. Throughout 2023, ETS and ETCM will be transitioning existing clients to MSSB. Learn more about this transition. 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 ©2023 E*TRADE from Morgan Stanley. All rights reserved. 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