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

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

For E*TRADE Accounts with E*TRADE Securities

Morgan Stanley Private Bank Account Agreements

Managed Portfolios