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Submission: On April 26 via api from US — Scanned from DE
Submission: On April 26 via api from US — Scanned from DE
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* 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
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FREQUENTLY ASKED QUESTIONS
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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 IS COVID-19 AFFECTING MAIL PROCESSING TIMES AT E*TRADE FROM MORGAN STANLEY
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 $600 FOR A LIMITED TIME1 LEARN HOW
Just open a new E*TRADE brokerage or retirement account with a qualifying
deposit by May 1, 2023.
Use promo code: BONUS23
Open an account
ETRADE FOOTER
ABOUT US
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CONNECT WITH US
phone 800-387-2331
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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.
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, 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,
futues, 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 5/1/2023 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, 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. 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 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. E*TRADE Copyright Policy
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