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IT'S GAME ON FOR YOUR FINANCES


IN THE SPIRIT OF COMPETITION, WE'RE PUTTING TWO OF OUR BEST OFFERS UP AGAINST
EACH OTHER.


CHOOSE FROM ONE OF THESE TWO GREAT E*TRADE OFFERS THAT EXPIRE ON FEBRUARY 28,
2022.


A BIG-GAME BONUS FOR YOUR EXISTING ACCOUNT

Get $100 when you deposit $5,000 to your existing E*TRADE account. Or add more
to get up to $5,000.

How it works

Add money


NEW ACCOUNT, NEW OPPORTUNITIES

Get $100 when you open a new brokerage or retirement account with $5,000. Or add
even more for up to $3,500.

How it works

Open an account



PLUS, SPREAD THE WORD ABOUT E*TRADE

Invite your friends to E*TRADE and get up to $500 in Amazon.com Gift Cards.

We'll even reward your friends, too.

Refer a friend

 

OFFER DETAILS


HOW OFFERS WORK:

Existing customers adding funds into one or more existing account(s):

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. Must be enrolled by February 28, 2022, the
offer expiration date. Other restrictions may apply.

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 $200; $100,000-$199,999 will
receive $500; $200,000-$499,999 will receive $800; $500,000-$999,999 will
receive $1,500; $1,000,000-$1,999,999 will receive $3,500; $2,000,000 or more
will receive $5,000. If you deposit $500,000-$999,999, you will receive a cash
credit within seven business days. If you have deposited at least $500,000 in
your 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 $600,000, you will receive a cash credit of
$1,500 within seven business days, then if you deposit another $500,000 you will
receive an additional cash credit of $2,000 at the end of the 60 day window for
a total reward of $3,500. Also, if you deposit $1,000,000-$1,999,999 you will
receive your cash credit in two transactions at the end of the 60 day
window—depending on your initial funding amount. So, for example, if you deposit
$1,000,000 when you enroll, you will receive two cash credits that will total
$3,500 at the end of the 60 day window from enrollment.

If you deposit $2,000,000 or more, you will receive a cash credit within seven
business days. All other reward tiers ($5,000-$24,999; $25,000-$99,999;
$100,000-$199,999; $200,000-$499,999; $1,000,000-$1,999,999) will be paid within
seven business days following the expiration of the 60 day period. Cash credits
will be paid to the account where the deposit is made.

In addition, if you deposit $1,000,000 or more into your account, 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 $1,000,000 in your account during the 60 day period, and during the
same period you deposited $250,000 into another eligible account you have linked
to the account you will receive $2,700 in your account and $800 into the other
eligible account.

Offer to open and fund one or more new account(s):

Offer valid for a new 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. Must be enrolled by February 28, 2022, the offer expiration
date. Other restrictions may apply.

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-$19,999
will receive $100; $20,000-$24,999 will receive $150; $25,000-$99,999 will
receive $200; $100,000-$199,999 will receive $500; $200,000-$499,999 will
receive $1,000; $500,000-$999,999 will receive $1,800; $1,000,000 or more will
receive $3,500.

Read more about how the “new account” offer works.


HOW THE “REFER A FRIEND” OFFER WORKS:

By participating in the customer referral program, the referrer agrees that
E*TRADE may disclose his/her identity as a customer of E*TRADE to the referred
friend. Referrer certifies that each referred email address represents an
individual known to them, and they are authorized to submit each email address
to E*TRADE. The customer referral program is intended for individual referrals
only; all forms of mass emailing are prohibited under the program. Without
limitation, referrer may not submit group email addresses or email mailing
lists, and such referrals will not be eligible to participate in the customer
referral program. Referred friends must be located in the US to be eligible to
participate in the customer referral program.

Here is how the $50 referral gift card works: Referrer offer valid only for
existing E*TRADE customers. Current E*TRADE and Morgan Stanley & Co. associates,
non-U.S. residents and residents of any jurisdiction where this offer is not
valid, are not eligible for the referrer or referred award. Qualified customers
must be of legal age in their state of residence. The existing customer
(referrer) will receive a $50 Amazon.com Gift Card as a reward for their friend
opening and funding a new brokerage account with a minimum of $500. The existing
customer is limited to payment for ten referrals for a maximum credit of $500
per calendar year. E*TRADE Securities reserves the right to terminate this offer
at any time. Offer ends April 15, 2022.

Restrictions apply, see amazon.com/gc-legal.


GENERAL OFFER RULES:

New funds or securities must be deposited or transferred within 60 days of
enrollment in offers, 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 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 these offers with a Joint Account, the
primary account holder may have to fulfill at the tiers noted before the
secondary account holder can enroll in these offers. If you experience any
issues when attempting to enroll with a Joint Account, please contact us
800-387-2331 and we will be able to assist you with your enrollment.

OFFER LIMITATIONS:

Offers 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 these offers 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 and its affiliates do not provide tax
advice.

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.

This information neither is, nor should be construed as a recommendation or a
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.




ETRADE FOOTER



ABOUT US 

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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 E*TRADE SECURITIES LLC ON FINRA'S BROKERCHECK AND 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.





 

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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