Account Agreements and Disclosures

 

Brokerage Account Agreements & Disclosures

Description

Action
Characteristics and Risks of Standardized Options Important information about trading options View online
Customer Agreement (updated effective 04/15/2019) The terms and conditions of your E*TRADE Securities brokerage account View online
Order Routing Practices How E*TRADE Securities routes stock and options orders Download PDF
Terms and Conditions of Use of the E*TRADE Community The terms and conditions of use of the E*TRADE Community View online
Futures Merger Agreement Notification Important information pertaining to the merger of E*TRADE Securities and E*TRADE Clearing Download PDF
Securities Merger Agreement Notification Important information pertaining to the merger of E*TRADE Securities and E*TRADE Clearing Download PDF

 

Bank Account Agreements and Disclosures

Description

Action
E*TRADE Bank Account Agreement The terms and conditions governing your E*TRADE Bank account(s) View online
E*TRADE Bank Rate and Fee Schedule Information describing how we calculate rates, and any fees applicable to your E*TRADE Bank account(s) View online
E*TRADE Financial Sweep Deposit Account Agreement The terms and conditions governing your E*TRADE Financial Sweep Deposit Account View online
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 View online
Bill Pay Terms & Conditions The terms and conditions governing E*TRADE's Bill Pay service View online
Retirement Sweep Deposit Account Agreement The terms and conditions governing your Retirement Sweep Deposit Account View online

 

Retirement Account Agreements & Disclosures

Description

Action
IRA Plan Agreement The terms and conditions of your E*TRADE IRA account View online
Roth IRA Plan Agreement The terms and conditions of your E*TRADE Roth IRA account View online
SIMPLE IRA Agreement The terms and conditions of your E*TRADE SIMPLE IRA account View online

Managed Portfolios Disclosure Documents

 

E*TRADE Capital Management Investment Advisory Services

Description

Action
Form ADV Part 2A A summary of E*TRADE Capital Management's advisory services Download PDF
Wrap Fee Programs Brochure An overview of E*TRADE Capital Management's Wrap Fee Programs Download PDF