Forms & Applications
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See All Forms & Applications | Most Popular Forms & Applications
Relationship Summary |
Description |
Action |
|---|---|---|
| Form CRS | Important information about E*TRADE's brokerage and investment advisory services | Download PDF |
Brokerage Account Agreements & Disclosures |
Description |
Action |
|---|---|---|
| Characteristics and Risks of Standardized Options | Important information about trading options | View online |
| Customer Agreement (updated effective 09/01/2022) | 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 |
| Futures Additional Risk Disclosure | Additional risk disclosure for your E*TRADE Futures account | Download PDF |
| Instant Verification Terms and Conditions | The terms and conditions regarding verification of ownership of external accounts | View online |
| Master Securities Lending Agreement | Fully Paid Lending Program: Master Securities Lending Agreement | Download PDF |
| Fully Paid Lending Program Risk Disclosure Statement | Fully Paid Lending Program: Risk Disclosure Statement | Download PDF |
| Transfer Money Terms and Conditions | The terms and conditions of utilizing the Transfer Money feature | View online |
Bank Account Agreements and Disclosures |
Description |
Action |
|---|---|---|
| Morgan Stanley Private Bank Deposit Account Agreement | The terms and conditions governing your Morgan Stanley Private Bank account(s) | View online |
| Morgan Stanley Private Bank Rate and Fee Schedule | Information describing how we calculate rates, and any fees applicable to your Morgan Stanley Private Bank account(s) | View online |
| Extended Sweep Deposit Account Agreement (ESDA) | The terms and conditions governing your Extended Sweep Deposit Account | View online |
| Sweep Deposit Account Rate and Fee Schedule | Information describing how we calculate rates, and any fees applicable to your Sweep Deposit Account | View online |
| Premium Savings Bank Deposit Program Terms and Conditions | The terms and conditions for the Premium Savings Bank Deposit Program | View online |
| Amendment to Line of Credit | Request to add or remove pledged collateral accounts pledged to your Line of Credit | Download PDF |
| Automatic Investing User Agreement | The terms and conditions of use of your Automatic Investing plan(s) | View online |
| Bill Pay Terms & Conditions | The terms and conditions governing Bill Pay service | View online |
| Bond Resource Center User Agreement | Agreement governing use of the Bonds section of the website | Download PDF |
| Loan Payoff Agreement | Transfer a securities-base line of credit or other non-purpose loan to E*TRADE / Morgan Stanley Private Bank | Download PDF |
| Retirement Sweep Deposit Account Agreement (RSDA) | The terms and conditions governing your Retirement Sweep Deposit Account | View online |
Mobile |
||
|---|---|---|
| Mobile Deposit Service Agreement | The terms and conditions for Mobile Check Deposit | Download PDF |
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 |
| ERISA Section 408(b)(2) Disclosures | Describes services provided to E*TRADE’s ERISA plans | View online |
Relationship Summary |
Description |
Action |
|---|---|---|
| Form CRS | Important information about E*TRADE's brokerage and investment advisory services | Download PDF |
E*TRADE Capital Management Investment Advisory Services |
Description |
Action |
|---|---|---|
| Wrap Fee Programs Brochure | An overview of E*TRADE Capital Management's Wrap Fee Programs | Download PDF |