Welcome to E*TRADE
We’re committed to making your transition to E*TRADE as easy as possible.
Here are some important things we’d like you to know.
Frequently Asked Questions
Have my trade commissions changed?
No, you still enjoy the same rates and fees for transactions at E*TRADE as you did at OptionsHouse. To view the standard commission schedule for former OptionsHouse customers, click here.
Have my margin rates changed?
No, your margin rates have stayed the same. Please keep in mind, though, that margin rates may change as a result of Federal Reserve rate changes. To view the standard margin rate schedule for former OptionsHouse customers, click here.
How will I log in to etrade.com?
In most cases, you’ll just use the same user ID and password at E*TRADE that you used OptionsHouse. However, if you previously had account(s) at E*TRADE, one of the following scenarios may apply:
- If your user IDs at E*TRADE and OptionsHouse were the same: Your former OptionsHouse accounts are now accessible at etrade.com using that same user ID, along with your E*TRADE password.
- If your user IDs at E*TRADE and OptionsHouse were different: Continue using the separate user IDs and passwords to access each sets of account(s) at etrade.com.
Transfer of Assets
Do I need to take action to move my account(s) to etrade.com?
No. Your account(s), assets, and positions have been automatically moved to E*TRADE, and everything is now available on etrade.com.
How are my outgoing cash transfers affected?
All outgoing cash transfers have been processed. If you submitted your request through optionshouse.com by Friday, August 4, 2017, it was processed by OptionsHouse. If you submitted it after August 4, it was or will be processed by E*TRADE.
What’s the daily cutoff time for wire transfers at E*TRADE?
For wire requests submitted at E*TRADE online or by phone, the daily cutoff time is 3 p.m. ET. For wire requests submitted by mail or fax, it’s 12 p.m. ET. Requests submitted after those times will be processed the next business day.
How do I transfer money at E*TRADE?
There are a number of cash transfer options available to you, including the online Transfer Money feature, wire requests, check writing, and more. After logging in to etrade.com, you can explore these features via the Transfers menu under the Accounts tab.
Account Information & Documents
Has my account number changed?
Yes. Your new account number is available to view at etrade.com. You can view your full account number by clicking on the last four digits next to the account name on Complete View.
Will I receive statements from OptionsHouse or E*TRADE?
In September, you’ll receive an August 2017 statement from OptionsHouse, provided there’s activity in your account during the first week of August. Plus, if there’s August activity in your account after the move to E*TRADE, you’ll also receive an E*TRADE August statement.
Beginning with your September 2017 statement (to be sent in October), your statements will come exclusively from E*TRADE.
Where do I find my transaction history at E*TRADE?
After you log in to etrade.com, you can view your transactions by selecting Transaction History under the Accounts tab.
Has my custom information been transferred to etrade.com?
Nearly all of your custom information has been transferred to E*TRADE. The following custom features, however, have not been transferred: custom position groupings, cost basis adjustments, closed trade lot information, journal notes, asset allocation profiles (quantity assistant feature), and custom RSS news feeds.
What happened to my open orders?
Due to the move to E*TRADE, all open orders at OptionsHouse were canceled. These orders have been automatically re-entered at E*TRADE, generating an open order confirmation for each re-entered order.
How have my voluntary offer instructions been processed?
Instructions received by OptionsHouse prior to August 4 at 5 p.m. ET are held until the payable date. If instructions were not provided, your position(s) have moved over to E*TRADE.
How were my optional dividend elections handled?
Your elections entered prior to conversion have been transferred to E*TRADE.
Do I still have access to my OptionsHouse tax documents and account statements?
Yes, you have access at etrade.com to two years of tax forms issued by OptionsHouse, and up to 13 months of OptionsHouse account statements.
I am a Registered Investment Advisor. How does the move to E*TRADE affect my work?
You’ll need to use two different web addresses based on the type of task you’re looking to complete:
- To place trades, manage accounts, and get alerts, use etrade.com.
- To access tax statements and perform billing requests, use advisor.etrade.com.
Please note: Both of the above sites can be accessed with the same user ID and password.
If a position was closed before my account(s) were moved to E*TRADE on 8.6, how will the closed lot display at etrade.com?
Within the “Gains & Losses” section, your closed position(s) will be reflected and cost basis would be calculated based on your activity. You will not be able to be edit any of the closed position data highlighted in gray once moved to E*TRADE.
How do I get an E*TRADE debit card or check writing capabilities?
E*TRADE offers a variety of cash management features, including debit cards and check writing. You can request either of these features by calling customer service anytime at 1-877-598-3190
How do I deposit a check at E*TRADE?
If your check is less than $100,000, it can be deposited digitally via E*TRADE Mobile. Alternatively, checks of any amount can be deposited at one of E*TRADE’s 30 branch locations or by mail to: 200 Hudson Street, Suite 501, Jersey City, NJ 07311.
How do I set up direct deposit?
Simply contact your employer’s HR or payroll department and provide your new E*TRADE account number, as well as E*TRADE’s routing number: 056073573.
What is the final date for using my OptionsHouse debit card?
OptionsHouse debit cards were effective through July 30, 2017. Replacement debit cards from E*TRADE were mailed during the week of July 31.
Is there a cutoff date for checks written from my OptionsHouse account?
Checks presented to OptionsHouse by a depositing bank on or before August 18, 2017 will be honored. New checks will be mailed to you before this date.
How do I add new external accounts?
When viewing your account select “Transfers” then “Transfer Money”. The Move Money screen will appear. On the left side of the page select “Add External Account”. Follow the prompts to add your external account.
What is cash sweep and what are the sweep options available at E*TRADE?
A sweep account is an interest/dividend-bearing vehicle for any uninvested cash in your brokerage account. Cash is automatically swept daily into the sweep account, earning you interest or dividends. When you’re ready to use this cash for trading or cash management activities, the necessary amount is automatically pulled from your sweep account.
There are a number of sweep options available at E*TRADE. You can view the complete list, along with current interest rates and dividend yield, at etrade.com/sweepoptions.
Trading at E*TRADE
How will the OptionsHouse trading platform change?
On May 25, 2017, OptionsHouse proudly launched a new trading platform with improved speed and performance, plus a wide slate of future enhancements. See what’s in store for the new platform—and when certain legacy features will be retired—by visiting optionshouse.com/newplatform.
How have the OptionsHouse mobile apps changed?
Legacy versions of the OptionsHouse mobile apps were retired on August 6, 2017, so be sure to download the new OptionsHouse apps for iOS and Android.
Do I still have access to OptionsHouse trading platform(s) at etrade.com?
Yes, the same trading platform(s) will be available at etrade.com.
Will the OptionsHouse website continue to exist?
The OptionsHouse website at optionshouse.com has been retired and is now being redirected to etrade.com.
How can I find my way around the E*TRADE website?
You can launch OptionsHouse trading platforms on etrade.com via the OptionsHouse tab on the home page or the site navigation across the top. Site navigation tutorials are available in the site experience section of this website. And if you need any assistance, customer service is always available to help.
Have there been any changes to my cash, margin, and day trading buying power?
Yes, there have been changes to these features, including:
- Your cash buying power is now called “non-marginable securities/options.”
- Only pattern day-trading (PDT) accounts will be granted day-trading buying power. Other types of accounts are not.
- Buying power rules at E*TRADE are based on real-time conditions, not start of the day. Each buying power number has a separate, independent calculation; as a result, you may see an increase or decrease in your buying power at E*TRADE.
What if I have additional questions?
For more information, contact customer service anytime at 1-877-598-3190. And you can email us anytime at firstname.lastname@example.org.
You can also access customer service via live chat or secure message. Both of these features can be found by logging in to etrade.com and clicking the Customer Service link in the upper right-hand corner.
Can I use the E*TRADE branches?
Yes, you can visit any of E*TRADE’s 30 branches to make deposits or discuss your financial goals with a Financial Consultant. Please note, however, that the branches are not equipped to process withdrawal requests.
The Best of Both Worlds
With the combination of two award-winning trading experiences, the best is yet to come. Below is a snapshot of state-of-the-art OptionsHouse account features,
plus all the new features you can tap into at E*TRADE.
OptionsHouse features available at E*TRADE
Good news: When your account moved to E*TRADE, your OptionsHouse trading experience came along, too.
Your OptionsHouse trading platform(s) are now available at etrade.com. To learn more about the new platform, click here.
All the same investment opportunities
You’ll continue to have high-powered trading access to options (including advanced strategies), stocks, mutual funds, ETFs, futures, and bonds—plus chains and full margin trading capabilities. Extended hours trading will be expanded from 8 a.m.–4 p.m. ET to 7 a.m.–8 p.m. ET.
And lots more, including:
- Research – Market news, commentary, portfolio analysis, and diversification tools
- Analysis and planning – Charting, watch lists, account alerts, and free streaming real-time quotes
- Customer service – The same service phone numbers and online chat
New E*TRADE features ready to be explored
At E*TRADE, a world of new features are available to you. Here are just a few.
Additional account types, services, and solutions
As an E*TRADE customer, you now have access to a wide set of account types. These include those previously available at OptionsHouse (individual brokerage, Roth IRA, and so on), plus additional retirement and small business accounts. You can also take advantage of:
- Smart wealth management solutions – Professional money management, retirement planning tools and calculators, and no annual retirement fees or account minimums
- A full suite of cash management services – Including free online Bill Pay and debit cards with ATM fee refunds nationwide
An expanded kit of powerful knowledge tools
Want more tools to support your investing decisions? Explore our comprehensive suite of tools and resources for informed decision-making. For instance, you have access to even more educational seminars and live events, investing ideas content, expanded market news and commentary, and much more.
And other account features, such as:
- Local branches
- 24/7 support by phone
- Retirement planning specialists
- An extensive Tax Resource Center
- Two-factor authentication for enhanced online security
Here are a few quick ways to get familiar with all that's available on the E*TRADE website.
Take a brief video tour of etrade.com
We’ll show you how to access the OptionsHouse trading platforms at E*TRADE, view and manage your accounts, transfer money, check trade confirmations, and more
Explore your new trading platform
The OptionsHouse trading platform is now available at E*TRADE. These two-minute videos will help you get up and running fast. To learn more, click here.