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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.

 ARE E*TRADE SECURITIES BRANCHES OPEN DURING COVID-19?

To help fight the COVID-19 virus and practice safe social distancing, all of our
E*TRADE Securities Branches are temporarily closed as of Thursday, March 19,
2020. Our Financial Consultants are still available to assist you by phone or
email.

Please check our Branch Locator for contact information if you need it. We are
actively monitoring the situation, including guidance from the Centers for
Disease Control and Prevention (CDC), to determine when it’s safe to re-open.

 HOW IS COVID-19 AFFECTING MAIL PROCESSING TIMES AT E*TRADE AND MORGAN STANLEY
PRIVATE BANK?

We’re committed to providing you with the fastest service possible. However, due
to the current situation with COVID-19, our mail operations team may be
experiencing slight delays in processing incoming mail and sending statements
and documents. Here are a few alternate options.

 * Sending documents or applications. Please consider using our document upload
   service or submit your application online.
 * Sending checks. The fastest, most convenient way to deposit a check is via
   mobile check deposit.2
 * Receiving statements or documents. Typically, statements and documents should
   arrive by the 5th of each month. Due to the current situation, however,
   please expect some delays. For faster access, you can find your latest bank
   or brokerage statements via the Documents tab at etrade.com.

 HOW DO I RESET MY USER ID OR PASSWORD?

We make it easy to retrieve your User ID and reset your password online.

 HOW DO I FUND AN ACCOUNT?

Choose the method that works best for you:

 1. Transfer money electronically: Use our Transfer Money service to transfer
    within 3 business days.
 2. By check: You can easily deposit many types of checks.
 3. By wire transfer: Wire transfers are fast and secure.
 4. Transfer an account: Move an account from another firm.

Go now to fund your account.


 HOW CAN I DEPOSIT A CHECK?

The most convenient way to deposit a check is through E*TRADE Mobile check
deposit feature.  Make sure the check is payable to you (in the same name as
appears on your account), or to E*TRADE Securities LLC for deposits to your
brokerage accounts or Morgan Stanley Private Bank for deposits to your bank
account. Note: Mobile check deposit maximum is $250,000 per day.2

Have additional questions on check deposits? Learn more

 WHEN WILL MY FUNDS BE AVAILABLE TO INVEST?

Once you have set up and initiated a transfer from an external funding account,
funds may take up to three business days to hit your account.  Internal
transfers (unless to an IRA) are immediate. Learn more

Looking for other funding options? See funding methods

 WHAT ARE MY ROUTING NUMBERS?

Morgan Stanley Private Bank (Formerly E*TRADE Bank): 256072691
E*TRADE Securities (brokerage accounts): 056073573
For common uses of routing numbers, please click here.

 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!

 HOW DO I ACCESS TAX INFORMATION & FORMS?

Visit our Tax Center for all your tax information needs.

 HOW DO I SUBMIT DOCUMENTS/PAPERWORK?

Use our document upload tool or send us a fax.  Please reference the
instructions on the application or form—in certain circumstances original
documents may need to be mailed in.

 1. Upload document: security upload forms, applications and other documents to
    Customer Service.
 2. Send us a fax:
    * General fax number: 1-866-650-0003
    * From outside the US: +1-678-624-6950


GET UP TO $3,500 (PLUS $0 COMMISSIONS)1 LEARN HOW

For a limited time, receive a generous cash bonus when you open a new E*TRADE
brokerage or retirement account with a qualifying
deposit by June 30, 2022.

Use promo code: BONUS22
Open an account


ETRADE FOOTER



ABOUT US 

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CHECK THE BACKGROUND OF E*TRADE SECURITIES LLC ON FINRA'S BROKERCHECK SEE
E*TRADE SECURITIES LLC AND E*TRADE CAPITAL MANAGEMENT, 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.





E*TRADE sometimes provides its customers with cash credits or special offers
related to the opening or funding of accounts or other activities. E*TRADE
credits and offers may be subject to U.S. withholding taxes and reporting at
retail value. Taxes related to these offers are the customer's
responsibility. E*TRADE reserves the right to change the offer terms or
terminate the offer at any time without notice.



 1. E*TRADE charges $0 commission for online US-listed stock, ETF, 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), foreign stock transactions, large block
    transactions requiring special handling, transaction-fee mutual funds,
    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. 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 6/30/2022 and funded within 60 days of
    account opening with $5,000 or more. Promo code 'BONUS22'.
    
    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 twelve months or the cash credit(s) may be surrendered. For
    purposes of the value of a deposit, any securities transferred will be
    valued the first business day following completion of the deposit. 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 existing 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), accounts designated pattern day trader status, 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.
    
    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. Mobile check deposit is available to most E*TRADE and Morgan Stanley Private
    Bank, National Association US retail customers. CD, HELOC, and futures
    accounts are not eligible for mobile check deposit. Mobile check deposit
    limit is $250,000 per day, per customer logon. System limitations may apply.

Securities products and services offered by E*TRADE Securities LLC, Member SIPC.
Investment advisory services offered by E*TRADE Capital Management, LLC, 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. Banking products and services are provided by Morgan Stanley
Private Bank, National Association, Member FDIC. All are separate but affiliated
subsidiaries 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

©2022 E*TRADE from Morgan Stanley. All rights reserved. E*TRADE Copyright Policy



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