Account Agreements and Disclosures

 

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 01/01/2022) 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

Managed Portfolios Disclosure Documents

 

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