For a limited time
Get up to $1,000 or more when you open and fund a new brokerage account.
The more you fund, the more you earn.
Offer valid for new E*TRADE clients opening one new eligible brokerage (non-retirement) account by 1/31/25 and funded within 60 days of account opening with $1,000 or more of new funds or securities. Promo code ‘OFFER24’.
| Deposit Amount | Cash Credit |
|---|---|
| $1,000–$4,999 | $50 |
| $5,000–$19,999 | $150 |
| $20,000–$49,999 | $200 |
| $50,000–$99,999 | $300 |
| $100,000–$199,999 | $600 |
| $200,000–$499,999 | $800 |
| $500,000–$999,999 | $1,000 |
| $1,000,000–$1,499,999 | $3,000 |
| $1,500,000 - $1,999,999 | $5,000 |
| $2,000,000+ | $6,000 |
How it works:
- Open a new eligible E*TRADE account.
- Enter promo code ‘OFFER24’ when opening the new account. Use promo code OFFER24 only once for one account.
- Fund your new account within 60 calendar days of account opening. Cash credits will be granted based on deposits of new funds or securities from external accounts made within 60 calendar days of account opening.
Offer Details
New client opening only one account
This offer applies to clients 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 client or plan to open more than one E*TRADE account, then please refer to the “Existing Clients or New Clients Opening More than One New Account” terms below.
Cash credits will be granted based on deposits of new funds or securities from external accounts made within 60 calendar days of account opening.
Reward tiers under $100,000 ($1,000-$4,999; $5,000-$19,999; $20,000-$49,999; $50,000-$99,999) will be paid within seven business days following the expiration of the 60-day period. However, if you deposit $100,000 or more in the new E*TRADE account, then you will receive your cash credit within seven business days after the date of your deposit, 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 $100,000 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 $150,000 into your new E*TRADE account, then you will receive a cash credit of $600 within seven business days after the date of your deposit. Then if you deposit an additional $300,000 into your new E*TRADE account, then you will receive an additional cash credit of $200 at the end of the 60-day window for a total reward of $800. If you deposit $2,000,000 in your new E*TRADE account, then you will receive two cash credits that will total $6,000 within seven business days after the date of your deposit. Cash credits will be paid to the new E*TRADE account where the deposit is made.
Existing clients or new clients opening more than one new account
If you have an existing E*TRADE account and you enroll in this offer by opening a new E*TRADE account; or if you are a new client who then opens one or more new E*TRADE accounts within 60 days of enrolling in this offer, then different terms apply. Cash credits will be granted based on deposits of new funds or securities from external accounts made within 60 calendar days of account opening. Reward tiers under $100,000 ($1,000-$4,999; $5,000-$19,999; $20,000-$49,999; $50,000-$99,999) will be paid per the “new account” column denoted below following the expiration of the 60-day period.
If you deposit $100,000 in your new E*TRADE account and $150,000 in your eligible-linked E*TRADE account(s), then you will receive a $600 cash credit to your new E*TRADE account within seven business days after the date of your deposit. An “eligible-linked account” refers to any other E*TRADE brokerage account that is associated with your log in credentials, but does not apply to an Excluded Account as defined below. You must deposit at least $200,000 in your eligible-linked E*TRADE account(s) during the 60-day period. Funds will be aggregated for reward purposes, and credits will be granted pro-rata to all E*TRADE accounts where deposits were made during the 60-day period. For example, if you deposit $250,000 in your new E*TRADE account and during the same period you have deposited $200,000 into eligible-linked E*TRADE account(s), then you will receive $600 in your new E*TRADE account and $200 in the other eligible-linked E*TRADE account(s).
| New Account Deposit Amount | New Account Cash Credit | Existing Account Deposit Amount | Existing Account Cash Credit | Total Cash Credit |
|---|---|---|---|---|
| $1,000 - $4,999 | $50 | $200,000 - $499,999 | $200 | $250 |
| $5,000 - $19,999 | $150 | $350 | ||
| $20,000 - $49,999 | $200 | $400 | ||
| $50,000 - $99,999 | $300 | $500 | ||
| $100,000 - $199,999 | $600 | $800 | ||
| $200,000 - $499,999 | $600 | $800 | ||
| $500,000 - $999,999 | $600 | $800 | ||
| $1,000,000 - $1,499,999 | $600 | $800 | ||
| $1,500,000 - $1,999,999 | $600 | $800 | ||
| $2,000,000 + | $600 | $800 |
However, if you deposit $500,000 or more into your new E*TRADE 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 E*TRADE account during the 60-day period, and during the same period you deposited $550,000 into eligible-lined E*TRADE account(s), you will receive $600 in your new E*TADE account and $400 into the other eligible-linked account(s).
| New Account Deposit Amount | New Account Cash Credit | Existing Account Deposit Amount | Existing Account Cash Credit | Total Cash Credit |
|---|---|---|---|---|
| $1,000 - $4,999 | $50 | $500,000 - $999,999 | $400 | $450 |
| $5,000 - $19,999 | $150 | $550 | ||
| $20,000 - $49,999 | $200 | $600 | ||
| $50,000 - $99,999 | $300 | $700 | ||
| $100,000 - $199,999 | $600 | $1,000 | ||
| $200,000 - $499,999 | $600 | $1,000 | ||
| $500,000 - $999,999 | $600 | $1,000 | ||
| $1,000,000 - $1,499,999 | $600 | $1,000 | ||
| $1,500,000 - $1,999,999 | $600 | $1,000 | ||
| $2,000,000 + | $600 | $1,000 |
If you deposit $1,000,000 or more into your new E*TRADE account, then deposits made in eligible-linked accounts during the 60-day period funds 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 deposit $1,000,000 in your new E*TRADE account, and during the same period you have deposited $1,000,000 into eligible account(s) you will receive $600 in your new E*TRADE account and $2,400 into the other eligible-linked account(s).
| New Account Deposit Amount | New Account Cash Credit | Existing Account Deposit Amount | Existing Account Cash Credit | Total Cash Credit |
|---|---|---|---|---|
| $1,000 - $4,999 | $50 | $1,000,000 - $1,499,999 | $2,400 | $2,450 |
| $5,000 - $19,999 | $150 | $2,550 | ||
| $20,000 - $49,999 | $200 | $2,600 | ||
| $50,000 - $99,999 | $300 | $2,700 | ||
| $100,000 - $199,999 | $600 | $3,000 | ||
| $200,000 - $499,999 | $600 | $3,000 | ||
| $500,000 - $999,999 | $600 | $3,000 | ||
| $1,000,000 - $1,499,999 | $600 | $3,000 | ||
| $1,500,000 - $1,999,999 | $600 | $3,000 | ||
| $2,000,000 + | $600 | $3,000 |
If you deposit $1,500,000 or more into your new E*TRADE account, then deposits made in eligible-linked accounts during the 60-day period funds 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 deposit $1,500,000 in your new E*TRADE account, and during the same period you have deposited $1,500,000 into eligible account(s) you will receive $600 in your new E*TRADE account and $4,400 into the other eligible-linked account(s).
| New Account Deposit Amount | New Account Cash Credit | Existing Account Deposit Amount | Existing Account Cash Credit | Total Cash Credit |
|---|---|---|---|---|
| $1,000 - $4,999 | $50 | $1,500,000 - $1,999,999 | $4,400 | $4,450 |
| $5,000 - $19,999 | $150 | $4,550 | ||
| $20,000 - $49,999 | $200 | $4,600 | ||
| $50,000 - $99,999 | $300 | $4,700 | ||
| $100,000 - $199,999 | $600 | $5,000 | ||
| $200,000 - $499,999 | $600 | $5,000 | ||
| $500,000 - $999,999 | $600 | $5,000 | ||
| $1,000,000 - $1,499,999 | $600 | $5,000 | ||
| $1,500,000 - $1,999,999 | $600 | $5,000 | ||
| $2,000,000 + | $600 | $5,000 |
If you deposit $2,000,000 or more into your new E*TRADE account, then deposits made in eligible-linked accounts during the 60-day period funds 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 deposit $2,000,000 in your new E*TRADE account, and during the same period you have deposited $2,000,000 into eligible account(s) you will receive $600 in your new E*TRADE account and $5,400 into the other eligible-linked account(s).
| New Account Deposit Amount | New Account Cash Credit | Existing Account Deposit Amount | Existing Account Cash Credit | Total Cash Credit |
|---|---|---|---|---|
| $1,000 - $4,999 | $50 | $2,000,000 + | $5,400 | $5,450 |
| $5,000 - $19,999 | $150 | $5,550 | ||
| $20,000 - $49,999 | $200 | $5,600 | ||
| $50,000 - $99,999 | $300 | $5,700 | ||
| $100,000 - $199,999 | $600 | $6,000 | ||
| $200,000 - $499,999 | $600 | $6,000 | ||
| $500,000 - $999,999 | $600 | $6,000 | ||
| $1,000,000 - $1,499,999 | $600 | $6,000 | ||
| $1,500,000 - $1,999,999 | $600 | $6,000 | ||
| $2,000,000 + | $600 | $6,000 |
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 from the new E*TRADE account or eligible-linked accounts(s) 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 may be 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. Clients may only be enrolled in one offer at a time. This offer cannot be combined with any other offers. Each client is limited to a maximum of two new account offers.
E*TRADE from Morgan Stanley 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. Cash credits for Individual Retirement Accounts are treated as earnings for tax purposes. E*TRADE does not provide tax advice.
Morgan Stanley Smith Barney LLC does 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.
Securities products offered by Morgan Stanley Smith Barney LLC, Member SIPC. E*TRADE is a business of Morgan Stanley.