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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 Morgan Stanley Smith Barney 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 from Morgan Stanley (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


START INVESTING TODAY

Enjoy $0 commissions on online US-listed stock, ETF, mutual fund, and options
trades with no account minimums.1

 


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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 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,
    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.
 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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