Our simplified online and downloadable forms make it easy to do business with us. Don't see the form you need?
Call 1-800-ETRADE-1 (1-800-387-2331) for assistance.
Call 1-800-ETRADE-1 (1-800-387-2331) for assistance.
Account Agreements & Disclosures |
Description |
Actions |
Customer Relationship Summary |
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| Form CRS | Important information about E*TRADE's brokerage and investment advisory services. | Download PDF |
Bank |
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| E*TRADE Bank Account Agreement | The terms and conditions governing your E*TRADE Bank accounts | |
| E*TRADE Bank Rate & Fee Schedule | Information describing how we calculate rates, and any fees applicable to your E*TRADE Bank account | |
| E*TRADE Premium Savings Bank Deposit Program Terms and Conditions | Terms and conditions for the E*TRADE Premium Savings Bank Deposit Program | |
| Amendment to E*TRADE Line of Credit | Request to add or remove pledged collateral accounts pledged to your E*TRADE Line of Credit | Download PDF |
| Loan Payoff Agreement | Transfer a securities-base line of credit or other non-purpose loan to E*TRADE | Download PDF |
| E*TRADE Line of Credit Trust Certification | Certification of trustee power for E*TRADE Line of Credit | Download PDF |
Brokerage |
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| Automatic Investing User Agreement | The terms and conditions of use of your Automatic Investing plan(s) | |
| Bond Resource Center User Agreement | Agreement governing use of the Bonds section of the website | |
| Characteristics and Risks of Standardized Options | Important information about trading options | |
| Customer Agreement (updated effective 03.31.21) | The terms and conditions of your E*TRADE Securities brokerage account | |
| E*TRADE FINANCIAL Sweep Deposit Account Agreement | The terms and conditions governing your E*TRADE FINANCIAL Sweep Deposit Account | |
| E*TRADE FINANCIAL Sweep Deposit Account Rate and Fee Schedule | Information describing how we calculate rates, and any fees applicable to your E*TRADE FINANCIAL Sweep Deposit Account | |
| E*TRADE Brokerage Rate & Fee Schedule | Information describing rates, and any fees applicable to your E*TRADE Brokerage account | |
| Extended Hours Trading Agreement | Add extended hours trading to your brokerage account. |
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| Instant Verification Terms and Conditions | The terms and conditions regarding verification of ownership of external accounts. | |
| Order-Routing Practices | How E*TRADE Securities routes stock and options orders | |
| Transfer Money Terms and Conditions | The terms and conditions of utilizing the Transfer Money feature. | |
| Futures Additional Risk Disclosure | Additional risk disclosure provided by E*TRADE | |
Mobile |
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| Mobile Deposit Service Agreement | The terms and conditions for Mobile Check Deposit | |
Retirement |
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| IRA Plan Agreement | The terms and conditions of your E*TRADE IRA account | |
| Roth IRA Plan Agreement | The terms and conditions of your E*TRADE Roth IRA account | |
| SIMPLE IRA Agreement | The terms and conditions of your E*TRADE SIMPLE IRA account | |
| Retirment Sweep Deposit Account Agreement | The terms and conditions governing your Retirment Sweep Deposit Account | |