Agreement Library
We like when our customers want to learn more. Here are some of the key Agreements and Disclosures to help you do just that.
Throughout 2023, E*TRADE Securities and E*TRADE Capital Management will be transitioning existing clients to Morgan Stanley Smith Barney LLC. To identify the broker-dealer that is currently servicing your account(s), go to the accounts broker-dealer page or check the bottom of your most recent account statement.
Global Agreements
Advanced / Conditional Order Agreement
Alert Service Terms & Conditions
Application Program Interface (API) Developer License Agreement
Bond Resource Center User Agreement
Day-Trading Risk Disclosure Statement
ERISA Section 408(b)(2) Disclosures
E*TRADE from Morgan Stanley Screen Share Terms & Conditions
Extended Trading Hours Agreement
FINRA Margin Disclosure Statement
Fully Paid Lending - Master Securities Lending Agreement
Fully Paid Lending - Risk Disclosure Statement
Instant Verification User Agreement
Leverage / Inverse Products Acknowledgment
Marijuana-Related Business (MRB) Securities Risk Ackowledgment
Mobile Deposit Service Agreement
Morgan Stanley Wealth Management U.S. Privacy Policy and Notice
Morgan Stanley Wealth Management U.S. Consumer Privacy Notice
Order-Routing Practices (606 Report)
Over-the-Counter (OTC) Trading Agreement
Special Statement for Uncovered Options Writers
For E*TRADE Accounts converted to Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC Client Relationship Summary
Bank Deposit Program Disclosure Statement
Class Action Service Terms & Conditions
Coverdell Education Savings Account Plan Document & Disclosure Statement
E*TRADE from Morgan Stanley Client Agreement for Self-Directed Accounts
E*TRADE from Morgan Stanley Futures Agreement for Self-Directed Accounts
Important Account Information for Self-Directed Accounts
Important Disclosures with Respect to Fully Paid Securities Lending Transactions
Individual Retirement Account Plan Document & Disclosure Statement
Morgan Stanley Core Portfolios ADV
Morgan Stanley Core Portfolios Investment Advisory Agreement
Morgan Stanley Smith Barney LLC Securities Loan Agreement
Roth Individual Retirement Account Plan Document & Disclosure Statement
SIMPLE Individual Retirement Account Plan Document & Disclosure Statement
Stock Plan Account Agreement for US E*TRADE from Morgan Stanley Participants
Stock Plan Account Agreement for Non-US E*TRADE from Morgan Stanley Participants
For E*TRADE Accounts with E*TRADE Securities
Coverdell Education Savings Account Plan Agreement
E*TRADE Annual Notices & Disclosures
E*TRADE Securities LLC and E*TRADE Capital Management, LLC Client Relationship Summary
Extended Sweep Deposit Account Agreement (ESDA)
International Sweep Deposit Account (ISDA)
Individual Retirement Account Plan Agreement
Retirement Sweep Deposit Account Agreement (RSDA)
Roth Individual Retirement Account Plan Agreement