Frequently asked questions

Check out or comprehensive FAQS on what the merger means for you.

We’re committed to providing you with the fastest service possible. However, due to the current situation with COVID-19, our mail operations team may be experiencing slight delays in processing incoming mail and sending statements and documents. Here are a few alternate options.

  • Sending documents or applications. Please consider using our document upload service or submit your application online.
  • Sending checks. The fastest, most convenient way to deposit a check is via mobile check deposit.2
  • Receiving statements or documents. Typically, statements and documents should arrive by the 5th of each month. Due to the current situation, however, please expect some delays. For faster access, you can find your latest bank or brokerage statements via the Documents tab at

We make it easy to retrieve your User ID and reset your password online.

Choose the method that works best for you:

  1. Transfer money electronically: Use our Transfer Money service to transfer within 3 business days.
  2. By check: You can easily deposit many types of checks.
  3. By wire transfer: Wire transfers are fast and secure.
  4. Transfer an account: Move an account from another firm.

Go now to fund your account.

The most convenient way to deposit a check is through E*TRADE Mobile check deposit feature.  Make sure the check is payable to you (in the same name as appears on your account), or to Morgan Stanley Smith Barney LLC for deposits to your brokerage accounts or Morgan Stanley Private Bank for deposits to your bank account. Note: Mobile check deposit maximum is $250,000 per day.2

Have additional questions on check deposits? Learn more

Once you have set up and initiated a transfer from an external funding account, funds may take up to three business days to hit your account.  Internal transfers (unless to an IRA) are immediate. Learn more

Looking for other funding options? See funding methods

Morgan Stanley Private Bank (Formerly E*TRADE Bank): 256072691
E*TRADE from Morgan Stanley (brokerage accounts): 056073573
For common uses of routing numbers, please click here.

At E*TRADE, we make it easy to trade stocks, bonds, ETFs, mutual funds, and more. Watch our platform demos or join us live every Wednesday at 11 a.m. ET for a 20-minute getting started webinar. We’ll show you how to place an order, and answer any questions you have during a live Q&A session. All with no hold times!

Visit our Tax Center for all your tax information needs.

Use our document upload tool or send us a fax.  Please reference the instructions on the application or form—in certain circumstances original documents may need to be mailed in.

  1. Upload document: security upload forms, applications and other documents to Customer Service.
  2. Send us a fax:
    • General fax number: 1-866-650-0003
    • From outside the US: +1-678-624-6950

Get up to $1,000 for a limited time1

Open and fund a new brokerage account with a qualifying deposit by July 31, 2024. Learn how

Use promo code: REWARD24