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 06/30/2020) | 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 |
| E*TRADE Premium Savings Bank Deposit Program Terms and Conditions | The terms and conditions for the E*TRADE Premium Savings Bank Deposit Program | 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 |
| 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 |