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070324 - 17500 CFC Brokerage
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SPECIAL OFFER FOR OUR VALUED CUSTOMERS


GET $100 WHEN YOU DEPOSIT $5,000!

Or fund more to receive a bonus up to $17,500. Take advantage of this exclusive
offer, enroll your brokerage account by 7/31.

 

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Account Deposit Receive $5,000–$24,999 $100 $25,000–$99,999 $250
$100,000–$199,999 $625 $200,000–$499,999 $1,000 $500,000–$999,999 $2,000
$1,000,000–$1,999,999 $4,500 $2,000,000–$4,999,999 $6,000 $5,000,000–$9,999,999
$7,500 $10,000,000–$14,999,999 $12,500 $15,000,000+ $17,500

Offer valid for customers with an E*TRADE brokerage, non-retirement account.
Customers must enroll in this offer by 7/31/2024 and fund within 60 days with
$5,000 or more.

OFFER DETAILS

Here’s how to get your cash credit:

Cash credits will be granted based on deposits of new funds or securities from
external accounts made within 60 days of enrollment, as follows: $5,000-$24,999
will receive $100; $25,000-$99,999 will receive $250; $100,000-$199,999 will
receive $625; $200,000-$499,999 will receive $1,000; $500,000-$999,999 will
receive $2,000; $1,000,000-$1,999,999 will receive $4,500; $2,000,000
-$4,999,999 will receive $6,000; $5,000,000-$9,999,999 will receive $7,500;
$10,000,000-$14,999,999 will receive $12,500; $15,000,000 or more will receive
$17,500.

The reward tiers will be paid within seven business days following the
expiration of the 60-day period. However, if you deposit $15,000,000 or more,
you will receive a cash credit within seven business days.

Deposits made in eligible linked accounts during the 60-day period will be
aggregated for purposes of the reward and the credits will be paid pro-rata to
all accounts where deposits were made during the 60-day period. For example, if
you have deposited $500,000 in your account during the 60-day period and during
the same period you deposited $1,000,000 into another eligible linked account,
you will receive $4,500.

 

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 Morgan Stanley Smith Barney LLC customers with an eligible
E*TRADE brokerage non-retirement account and funded within 60 days of enrollment
day with $5,000 or more.

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. 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.

Offer expires July 31, 2024. Other restrictions may apply.

E*TRADE from Morgan Stanley reserves the right to terminate this offer at any
time.

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 does not provide tax advice.

Morgan Stanley Smith Barney LLC does 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.

Need help? Give us a call?

smartphone800-387-2331


ETRADE FOOTER



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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.





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.

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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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