E*TRADE Financial | Investing, Trading Retirement

Time 2021-11-24 09:01:08

Web Name: E*TRADE Financial | Investing, Trading Retirement

WebSite: http://www.e-trade.com

ID:247366

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Financial,TRADE,Investing,Retirement,Trading,etradefinancial,Stocks,brokerageacc

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keywords:etrade financial,Stocks,brokerage account,Financial Services,Trading
description:Take charge of your finances. Make this the year you take control. E*TRADE makes it easy.
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Online Resource Center

Access digital resources for fast online service, plus get timely market insights, webinars, and answers to a wide variety of questions. Go nowkeyboard_arrow_right
Stop waiting. Start investing. Lifelong dreams don't need to take a lifetime with E*TRADE.Learn how to start arrow_forward Open an account
Ready, set, invest Get into the markets with an E*TRADE brokerage account. See what it offers
Reach for retirement E*TRADE’s easy-to-use tools help you get started on your retirement journey. Start planning
Focus on your future, not on fees.

$0 commissions trades1

Online US-listed stocks, ETFs, and options


65¢ options contracts1

50¢ with 30+ trades per quarter


$1.50

Futures contracts2

View all pricing
Get up to $3,000 (plus $0 commissions)1 Learn how

Take charge of your finances with a new E*TRADE brokerage or retirement account by December 31
and start with a generous cash bonus.

 Use code: BONUS21 Open an account
Need a little help? Our FAQs are a good place start. Visit FAQs
Start investing today You’ll pay $0 commissions on online US-listed stock, ETF, and options trades, plus 65¢ per options contract. Make 30+ trades per quarter and pay just 50¢ per options contract.1

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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 ValuePLEASE READ THE IMPORTANT DISCLOSURES BELOW.

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.

E*TRADE Financial Holdings, LLC and its affiliates do not provide tax advice, and you always should consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.

Prior to investing in a managed portfolio, E*TRADE Capital Management 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 E*TRADE Wrap Fee Programs Brochure for more information on the advisory fee, rebalancing methodologies, portfolio management, affiliations, and services offered.

Investing in securities products involves risk, including possible loss of principal.

E*TRADE charges $0 commission for online US-listed stock, ETF, 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), foreign stock transactions, large block transactions requiring special handling, transaction-fee mutual funds, 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. 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.

Offer valid for new E*TRADE Securities customers opening one new eligible retirement or brokerage account by 12/31/2021 and funded within 60 days of account opening with $10,000 or more. Promo code 'BONUS21'.

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: $10,000-$19,999 will receive $50; $20,000-$24,999 will receive $100; $25,000-$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 $3,000.

Reward tiers under $200,000 ($10,000-$19,999; $20,000-$24,999; $25,000-$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 $3,000 within seven business days.

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 twelve 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.

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

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 800-387-2331 (800-ETRADE-1) and we will be able to assist you with your enrollment.

Offer limitations: This offer is not valid for any business (incorporated or unincorporated) accounts, E*TRADE Futures, E*TRADE Capital Management, E*TRADE Bank, E*TRADE Savings Bank accounts, or select retirement accounts including SEP IRA, SIMPLE IRA, retirement accounts for minors, profit sharing plans, money purchase pension plans, investment only noncustodial retirement plans. Excludes current E*TRADE and Morgan Stanley employees, including any subsidiaries thereof, non-U.S. residents, and 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. One offer per customer at a time. Cannot be combined with any other offers.

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.

 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 and will vary by exchange.

E*TRADE Financial Corporate Services, Inc. (NMLS ID: 1959157).

 

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. Bank products and services offered by E*TRADE Bank and E*TRADE Savings Bank, both federal savings banks and Members FDIC. Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc. All separate but affiliated subsidiaries of E*TRADE Financial Holdings, LLC.

Securities, investment advisory, commodity futures, options on futures and other non-deposit investment products and services are not insured by the FDIC, are not deposits or obligations of, or guaranteed by, E*TRADE Bank or E*TRADE Savings Bank, and are subject to investment risk, including possible loss of the principal amount invested.

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 Financial Holdings, LLC, a business of Morgan Stanley. All rights reserved. E*TRADE Copyright Policy

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