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LIMITED-TIME RETIREMENT ACCOUNT OFFER

Expires April 18.

Open an account


THIS TAX SEASON, TAKE CHARGE OF YOUR RETIREMENT.
GET UP TO $3,500 WHEN YOU OPEN AND FUND A NEW ELIGIBLE E*TRADE RETIREMENT
ACCOUNT TODAY.

Account Deposit Receive $5,000 - $19,999 $100 $20,000 - $24,999 $150 $25,000 -
$99,999 $200 $100,000 - $199,999 $500 $200,000 - $499,999 $1,000 $500,000 -
$999,999 $1,800 $1,000,000+ $3,500

OFFER DETAILS

Offer valid for E*TRADE Securities customers opening one new eligible retirement
account by 4/18/2022 and funding within 60 days of account opening with $5,000
or more. Reward tiers under $200,000 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 your cash credit within seven business days, followed
by any additional reward owed based on your fulfillment tier at the expiration
of the 60-day period. Deposits of $1,000,000 or more are paid in 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.

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 in two transactions following the close of the 60-day window.
For example, if you deposit $200,000, you will receive a cash credit of $1,000
within seven business days, then if you deposit an additional $300,000 into your
new account, you will receive an additional cash credit of $800 at the end of
the 60-day window for a total reward of $1,800.

If you deposit $500,000 or more into your new account, then 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 new account during the 60 day period, and during the
same period you deposited $500,000 into another eligible account you have linked
to the account you will receive $1,000 in your new account and $800 in the other
eligible account.

However, if you enroll in this offer by opening a new account within 60 days of
enrolling in this offer and make a deposit to your existing account between
$500,000-$999,999, then all reward tiers ($5,000-$19,999; $20,000-$24,999;
$25,000-$99,999; $100,000-$199,999; $200,000-$499,999; $500,000-$999,999; and
$1,000,000 or more) will be paid per the “new account” column denoted below
following the expiration of the 60-day period and the existing account will
receive an $800 cash credit as noted below.

New Account Deposit Amount Existing Account Deposit Amount Existing Account Cash
Credit New Account Cash Credit Total Cash Credit $5,000 - $19,999     $100 $900
$20,000 - $24,999     $150 $950 $25,000 - $99,999     $200 $1,000 $100,000 -
$199,999 $500K – $999,999 $800 $500 $1,300 $200,000 - $499,999     $1,000 $1,800
$500,000 - $999,999     $1,000 $1,800

If you deposit $1,000,000 in your existing account during the 60 day period
after enrolling in this offer, you will receive $2,500 within seven business
days and deposits will be paid to the new account in accordance with the table
below. If you deposit $1,000,000 in your eligible linked accounts during the 60
day period the deposits 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.

New Account Deposit Amount Existing Account Deposit Amount Existing Account Cash
Credit New Account Cash Credit Total Cash Credit $5,000 - $19,999     $100
$2,600 $20,000 - $24,999     $150 $2,650 $25,000 - $99,999     $200 $2,700
$100,000 - $199,999 $1,000,000 $2,500 $500 $3,000 $200,000 - $499,999     $1,000
$3,500 $500,000 - $999,999     $1,000 $3,500 $1,000,000+     $1,000 $3,500

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 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. 

OFFER LIMITATIONS

Offer valid for 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 (Beneficiary IRA
Estate, Beneficiary IRA for Minors, Beneficiary IRA Trust, Beneficiary Roth IRA
Estate, Beneficiary Roth IRA for Minors, Beneficiary Roth IRA Trust, profit
sharing plans, money purchase pension plans, investment only noncustodial
retirement plans), accounts designated pattern day trader status, E*TRADE
Capital Management, E*TRADE Futures, Morgan Stanley Private Bank, National
Association accounts or E*TRADE Securities brokerage 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.

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.

E*TRADE Securities reserves the right to terminate this offer at any time.

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.




ETRADE FOOTER



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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.





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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