Special offer for our valued clients

Here’s how to get your cash credit:

Cash credits for eligible deposits or transfers of new funds or securities from accounts outside of E*TRADE will be made as follows: $25,000-$99,999 will receive $250; $100,000-$199,999 will receive $625; $200,000-$499,999 will receive $1,000; $500,000-$999,999 will receive $2,000; $1,000,000-$1,999,999 will receive $5,000; $2,000,000 -$4,999,999 will receive $8,000; $5,000,000-$9,999,999 will receive $15,000; $10,000,000-$14,999,999 will receive $20,000; $15,000,000-$19,999,999 will receive $30,000; $20,000,000 or more will receive $40,000.

In addition, reward tiers under $19,999,999 ($25,000-$99,999; $100,000-$199,999; $200,000-$499,999; $500,000-$999,999; $1,000,000-$1,999,999; $2,000,000-$4,999,999; $5,000,000-$9,999,999; $10,000,000- $14,999,999; $15,000,000-$19,999,999) will be paid within seven business days following the expiration of the 60 day period.

For example, if you have deposited at least $500,000 in the eligible account, deposits made in eligible-linked accounts during the 60-day period will be aggregated for purposes of the reward and the credits will be paid pro-rata to all accounts where deposits were made during the 60-day period. However, if you deposit $20,000,000 or more, you will receive a cash credit within seven business days.  An “eligible-linked account” refers to any other E*TRADE brokerage account that is associated with your log in credentials, but does not apply to an Excluded Account as defined below.

OFFER RULES FOR ALL PARTICIPANTS

This offer applies only to clients with an existing E*TRADE from Morgan Stanley self-directed (non-retirement) brokerage accounts.

New funds or securities must (i) be deposited or transferred within 60 days of enrollment in offer; (ii) be from accounts outside of E*TRADE; and (iii) remain in the E*TRADE account (minus any trading losses) for a minimum of twelve months after the 60-day funding period or the cash credit(s) may be surrendered. For purposes of the value of a deposit, any securities transferred will be valued as of the closing price of that security on the business day the deposit is received as reflected in transaction history. Removing any deposit or cash from the E*TRADE account or eligible-linked account(s) during the promotion period (60 days) may result in lower reward amount or loss of reward.

Any assets transferred to the E*TRADE account from an existing Morgan Stanley AAA brokerage account(s) will be excluded from the reward amount calculations, at E*TRADE’s sole discretion.

If you are attempting to enroll in this offer with a Joint Account, the primary account holder may have to fulfill at the tiers noted before the secondary account holder can enroll in this offer. If you experience any issues when attempting to enroll with a Joint Account, then please contact us at 800-387-2331 and we will be able to assist you with your enrollment.

OFFER LIMITATIONS

This offer is valid for existing E*TRADE self-directed brokerage (non-retirement) account and funded within 60 days of enrollment day with a qualifying deposit.

The following account types may be excluded from this offer: any business (incorporated or unincorporated) accounts, retirement accounts, advisory accounts, E*TRADE Futures accounts, Morgan Stanley AAA brokerage accounts, Morgan Stanley Private Bank, National Association accounts (“Excluded Accounts”). This offer excludes non-U.S. residents, and residents of any jurisdiction where this offer is not valid. You must be the original recipient of this offer to enroll. Clients may only be enrolled in one offer at a time. This offer cannot be combined with any other offers. Each client is limited to a maximum of two new account offers.