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 03/31/2021) 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
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

 

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

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