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

Automatic Investing Agreement

Alert Service Terms & Conditions

Application Program Interface (API) Developer License Agreement

Bill Pay Terms & Conditions

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

Loan Payoff Agreement

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

Risk Disclosure Statement

Special Statement for Uncovered Options Writers

Text Message Terms & Conditions

Transfer Money Disclosure

For E*TRADE Accounts converted to Morgan Stanley Smith Barney LLC

Morgan Stanley Smith Barney LLC Client Relationship Summary

Annual Notices & Disclosures

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

Morgan Stanley Private Bank Account Agreements

Managed Portfolios