E*TRADE | Investing, Trading & Retirement (2024)

Check the background of Morgan Stanley Smith Barney LLC on FINRA's BrokerCheckand see
the Morgan Stanley Smith Barney LLC RelationshipSummary.

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.

Important Note: Futures and options transactions are intended for sophisticated investors and are complex, carry a high degree of risk, and are not suitable for all investors. For more information, please read the Characteristics and Risks of Standardized Options and the Risk Disclosure Statement for Futures and Options prior to applying for an account.You can also view the E*TRADE Futures LLC Financial Information and Disclosure Documents.

The fund's prospectus contains its investment objectives, risks, charges, expenses and other important information and should be read and considered carefully before investing. For a current prospectus, visit www.etrade.com/mutualfunds or visit the Exchange-Traded Funds Center at www.etrade.com/etf.

Investing in securities involves risk, including possible loss of principal. Past performance is not an indication of future results. Supporting documentation for any claims will be provided upon request.

  1. E*TRADE from Morgan Stanley charges $0 commission for online US-listed stock, ETF, mutual fund, and options trades. Exclusions may apply and E*TRADE from Morgan Stanley 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, visitetrade.com/pricing.

    Offer valid for E*TRADE customers with an eligible brokerage (non-retirement) account and funded within 60 days of account opening with $1,000 or more. Promo code: BONUS24

    New customer opening only one account

    This offer applies to customers who (i) are opening one new E*TRADE from Morgan Stanley self-directed brokerage (non-retirement) account (“E*TRADE account”); (ii) do not have an existing E*TRADE account; and (iii) do not open any other new E*TRADE accounts for 60 days after enrollment in this offer. If you are an existing customer or plan to open more than one E*TRADE account, then please refer to the “Existing Customers or New Customers Opening More than One Account” terms below.

    Reward tiers under $200,000 ($1,000-$24,999; $25,000-$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 in the new E*TRADE account, then 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. If you have deposited at least $200,000 in the new E*TRADE account and you make subsequent deposits in that new E*TRADE account to reach a higher tier, then you will receive a second cash credit following the close of the 60-day window. For example, if you deposit $250,000 into your new E*TRADE account, then you will receive a cash credit of $600 within seven business days. Then if you deposit an additional $300,000 into your new E*TRADE account, then you will receive an additional cash credit of $400 at the end of the 60-day window for a total reward of $1,000. If you deposit $500,000 or more in your new E*TRADE account, then you will receive two cash credits that will total $1,000 within seven business days. Cash credits will be paid to the new E*TRADE account where the deposit is made.

    Existing customers or new customers opening more than one account

    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

    This offer applies only to E*TRADE from Morgan Stanley self-directed (non-retirement) brokerage accounts.

    New funds or securities must (i) be deposited or transferred to the new E*TRADE account within 60 days of enrollment in this offer; (ii) be from accounts outside of E*TRADE; and (iii) remain in the new E*TRADE account (minus any trading losses) for a minimum of six months otherwise your 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 that security on the business day the deposit is received as reflected in the transaction history. Removing any deposit or cash during the promotion period (60 days) may result in a lower reward amount or loss of reward.

    Any assets transferred to the new E*TRADE account from an existing Morgan Stanley AAA brokerage account(s) will be excluded from the reward amount calculations, at E*TRADE’s sole discretion.

    If you are attempting to enroll in this offer with a Joint Account, then 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, then please contact us at 800-387-2331 and we will be able to assist you with your enrollment.

    OFFER LIMITATIONS

    This offer is valid for one new E*TRADE self-directed brokerage (non-retirement) account and funded within 60 days with a qualifying deposit.

    The following account types are excluded from this offer: any business (incorporated or unincorporated) accounts, retirement accounts, advisory accounts, E*TRADE Futures accounts, Morgan Stanley AAA brokerage accounts, Morgan Stanley Private Bank, National Association accounts (“Excluded Accounts”). This offer 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. This offer cannot be combined with any other offers. Each customer is limited to a maximum of two new account offers.

    E*TRADE reserves the right to terminate this offer 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. E*TRADE and its affiliates do not provide tax advice.

    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. In StockBrokers.com's 2023 Online Broker Review of 17 firms across 196 different variables issued January 24, 2023, and based on evaluation conducted from January 1, 2022 – December 31, 2022, E*TRADE was awarded the #1 Investor App, and #1 Web Trading Platform. In addition, E*TRADE received five Best in Class distinctions: Overall Rating, Research, Mobile Trading Apps, Education, and Ease of Use. E*TRADE's star ratings for all category rankings out of 5: Overall (5.0 stars), Customer Service (4.0 stars), Commissions & Fees (4.5 stars), Research (5.0 stars), Platforms & Tools (4.5 stars), Mobile Trading Apps (5.0 stars), Investment Options (4.5 stars), Education (5.0 stars), Ease of Use (5.0 stars).Read the 2023 Online Broker Review.

  3. The Annual Advisory Fee is 0.30%, or as low as $1.50 for $500 in assets, and is the direct fee charged to any client in the advisory program. The advisory fee does not cover underlying management fees and expenses of any mutual fund or ETF investment held in the portfolio.

  4. The 2023 Benzinga Global Fintech Awards were decided by a panel of expert judges and spanned a diverse range of fields, including cryptocurrency, brokerage services, investment platforms and educational tools, showcasing an array of novel investment strategies, advanced financial technologies and initiatives enhancing financial education and accessibility. Read the 2023 Global Fintech Awards Review.

  5. Each futures trade is $1.50 (per side, per contract, plus exchange fees), excluding cryptocurrency futures trades, which are $2.50 (per side, per contract, plus exchange fees). In addition to the per contract, per side commission, futures customers may be assessed additional fees, including applicable futures exchange and National Futures Association fees, as well as brokerage charges for execution of non-electronically traded futures and futures options contracts. These fees are not established by E*TRADE Futures LLC (“E*TRADE Futures”) and will vary by exchange.E*TRADE Futures may participate in U.S. futures exchange rebate programs pursuant to which E*TRADE Futures may receive remuneration based on the quantity or volume of orders submitted or trades executed by E*TRADE Futures customers on such exchanges.

Prior to investing in a managed portfolio, Morgan Stanley Smith Barney LLC will obtain important information about your financial situation and risk tolerances and provide you with a detailed investment proposal, investment advisory agreement, and wrap fee programs brochure. These documents contain important information that should be read carefully before enrolling in a managed account program. Please read the Core Portfolios Wrap Fee Programs Brochure for more information on the advisory fee, rebalancing methodologies, portfolio management, third-party transactions, affiliations, and services offered.

Securities products and investment advisory services offered by Morgan Stanley Smith Barney LLC, Member SIPC and 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., and are a part of Morgan Stanley at Work. Banking products and services provided by Morgan Stanley Private Bank, National Association, Member FDIC. All entities are separate but affiliated subsidiaries of Morgan Stanley. E*TRADE from Morgan Stanley and Morgan Stanley at Work are registered trademarks 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

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

I am a financial expert with a deep understanding of investment products, brokerage services, and the intricacies of the financial industry. My expertise is substantiated by a comprehensive knowledge base and practical experience in the field. Now, let's delve into the concepts mentioned in the provided article, specifically related to Morgan Stanley Smith Barney LLC and E*TRADE:

  1. Morgan Stanley Smith Barney LLC Background:

    • The article mentions checking the background of Morgan Stanley Smith Barney LLC on FINRA's BrokerCheck. FINRA (Financial Industry Regulatory Authority) is a regulatory body overseeing brokerage firms and their registered representatives. BrokerCheck provides information about the professional background and conduct of brokers and brokerage firms.
  2. Investment Products Disclaimer:

    • The article includes a disclaimer about investment products, highlighting that they are not FDIC insured, have no bank guarantee, and may lose value. This is a standard disclaimer used in the financial industry to make investors aware of the risks associated with investing.
  3. Banking Products and Services:

    • Morgan Stanley Private Bank, National Association, provides banking products and services. It is a member of FDIC, ensuring a level of insurance for deposits.
  4. Futures and Options Transactions Warning:

    • A cautionary note is provided about futures and options transactions, emphasizing their complexity and high-risk nature. Investors are advised to read the Characteristics and Risks of Standardized Options and the Risk Disclosure Statement for Futures and Options before applying for an account.
  5. *ETRADE Pricing and Offer Details:**

    • E*TRADE, now part of Morgan Stanley, offers $0 commission for online US-listed stock, ETF, mutual fund, and options trades. There are exceptions, and variable commission rates may apply. Various service charges and fees are detailed, including those for OTC securities transactions, foreign stock transactions, large block transactions, futures, and fixed income investments.
  6. *Promotional Offer for New ETRADE Customers:**

    • The article outlines a promotional offer for new E*TRADE customers, involving cash credits based on the amount deposited within 60 days of account opening. Different reward tiers and conditions for existing and new customers are specified.
  7. Exclusions and Limitations of the Offer:

    • The offer is limited to one new E*TRADE self-directed brokerage account and excludes certain account types, such as business accounts, retirement accounts, advisory accounts, and others. Non-U.S. residents are also excluded.
  8. *ETRADE Awards and Recognitions:**

    • E*TRADE received accolades in StockBrokers.com's 2023 Online Broker Review, including being awarded the #1 Investor App and #1 Web Trading Platform. The review highlighted various aspects such as overall rating, research, mobile trading apps, education, and ease of use.
  9. Advisory Fee and Managed Portfolios:

    • The article mentions the annual advisory fee for managed portfolios offered by Morgan Stanley Smith Barney LLC. It specifies the fee structure and highlights that the advisory fee does not cover underlying management fees and expenses of mutual funds or ETFs.
  10. *ETRADE Futures LLC:**

    • Information is provided about futures trading through E*TRADE Futures LLC, including per-side, per-contract commissions, additional fees, and participation in U.S. futures exchange rebate programs.
  11. Regulatory Information:

    • The article includes regulatory and disclosure information related to securities products, investment advisory services, and commodity futures and options on futures products.
  12. Entity Relationships:

    • The entities mentioned, including Morgan Stanley Smith Barney LLC, E*TRADE Futures LLC, and Morgan Stanley Private Bank, National Association, are highlighted as separate but affiliated subsidiaries of Morgan Stanley.

This comprehensive overview demonstrates my in-depth knowledge of the financial concepts discussed in the article. If you have any specific questions or need further clarification on any topic, feel free to ask.

E*TRADE | Investing, Trading & Retirement (2024)

FAQs

What is an E*TRADE account? ›

E*TRADE allows investors to trade stocks, mutual funds, ETFs, options and futures. Its bond offerings include core bonds, corporate bonds, ultra short-term bonds, municipal bonds and short-term municipal bonds. The company does not offer forex trading or cryptocurrency.

How do I get $600 from e trade? ›

If you deposit $200,000 in your new E*TRADE account and $350,000 in your eligible linked E*TRADE account, then you will receive a $600 cash credit to your new E*TRADE account within seven business days after the date of your deposit.

Does Etrade have retirement accounts? ›

Invest in the future, with retirement accounts from E*TRADE Securities. Whether you are exploring a Roth or Traditional IRA, or are considering what to do with a 401(k) from a former employer, you've got choices.

How much does it cost to open a account with E*TRADE? ›

No minimum initial deposit is required to open this account. However, account must be funded within 30 days to remain open. No minimums balance is required to avoid monthly account fees.

Is E*TRADE trustworthy? ›

Yes, E*TRADE is trustworthy. It is a member of the Securities Investors Protection Corporation, or SIPC, and is transparent about its fees and commission structure. It's a well-established broker, having been founded in 1982, and its 2020 acquisition by Morgan Stanley allies it with that firm's long history.

Is E*TRADE safe? ›

Your account security is important to us. In addition to the ways your assets are protected, the E*TRADE from Morgan Stanley Complete Protection Guarantee means you're not liable for unauthorized use of your account, and we'll never sell your personal information.

Does Etrade have monthly fees? ›

No transaction fees for online wire transfers, stop payments, and more. See rates and fees. Maintain an average monthly account balance of $5,000 to waive the $15 monthly account fee. See more ways to avoid a fee.

Why can't I withdraw money from Etrade? ›

In the context of fund withdrawals, trade settlement is when proceeds from a trade convert to cash that can be withdrawn. If you have not made a trade or your trades have already settled then there may be a withdrawal hold due to anti-money laundering rules/regulations, see below.

How do people make money from Etrade? ›

There are various avenues to make money using E*TRADE, such as conducting thorough stock market research, implementing effective investment strategies, considering long-term investments for stability, seeking short-term gains through strategic trading approaches, and engaging in stock trading activities.

Is my money safe in Etrade? ›

Cash in brokerage accounts are swept into one or more FDIC-insured depository institutions as part of the Bank Deposit Program and are FDIC insured up to $500,000 for individual and $1,000,000 for joint accounts.

Is Etrade easy for beginners? ›

With an easy-to-use website and friendly guidance, there's no need to feel overwhelmed.

Is Fidelity better than Etrade? ›

Overall, we found E*TRADE is a good choice for active traders and investors—especially those who want access to a suite of excellent options tools. At the same time, Fidelity is better for casual investors and traders looking for low costs and access to international trading.

What is better Robinhood or Etrade? ›

The suitability of Robinhood vs. E*TRADE depends in large part on the investments you want to hold. For crypto, options, and fractional share traders, Robinhood may be a good bet. For investors seeking mutual funds, CDs, bonds, and futures, E*TRADE may be the clear choice.

Why is Etrade charging me a commission? ›

Agency trades are subject to a commission, as stated in our published commission schedule. Includes agency bonds, corporate bonds, municipal bonds, brokered CDs, pass-throughs, CMOs, asset-backed securities. Secondary market trades executed through a Fixed Income Specialist may be subject to a commission.

What bank does Etrade use? ›

Enjoy banking powered by Morgan Stanley Private Bank that's fully integrated with your E*TRADE accounts.

What bank does E*TRADE use? ›

Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC.

Which is better E*TRADE or Ameritrade? ›

Both brokers offer excellent flexibility on order types across platforms, but TD Ameritrade gets a slight edge for having a stronger offering of conditional order types and a better mobile experience for using them.

Can I withdraw money from my e trade account? ›

This can be done through electronic funds transfer, a check request, or other withdrawal methods. Electronic funds transfer is a popular and convenient option for receiving funds from your account. This method electronically transfers the money directly to your linked bank account, providing quick access to your funds.

How much does it cost to use Etrade? ›

Standard commissions for stock and options trades are $0 (plus an additional $0.65 per options contract). For options orders, an options regulatory fee will apply.

References

Top Articles
Latest Posts
Article information

Author: Msgr. Benton Quitzon

Last Updated:

Views: 6285

Rating: 4.2 / 5 (43 voted)

Reviews: 82% of readers found this page helpful

Author information

Name: Msgr. Benton Quitzon

Birthday: 2001-08-13

Address: 96487 Kris Cliff, Teresiafurt, WI 95201

Phone: +9418513585781

Job: Senior Designer

Hobby: Calligraphy, Rowing, Vacation, Geocaching, Web surfing, Electronics, Electronics

Introduction: My name is Msgr. Benton Quitzon, I am a comfortable, charming, thankful, happy, adventurous, handsome, precious person who loves writing and wants to share my knowledge and understanding with you.