Special offer for our valued clients

Account Deposit Receive
$25,000–$99,999 $250
$100,000–$199,999 $625
$200,000–$499,999 $1,000
$500,000–$999,999 $2,000
$1,000,000–$1,999,999 $4,500
$2,000,000–$4,999,999 $6,000
$5,000,000–$9,999,999 $7,500
$10,000,000–$14,999,999 $12,500
$15,000,000–$19,999,999 $17,500
$20,000,000+ $20,000
Offer valid for existing E*TRADE Brokerage clients with an eligible non-retirement account and funded within 60 days of enrollment day with $25,000 or more.

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 $4,500; $2,000,000 -$4,999,999 will receive $6,000; $5,000,000-$9,999,999 will receive $7,500; $10,000,000-$14,999,999 will receive $12,500; $15,000,000-$19,999,999 will receive $17,500; $20,000,000 or more will receive $20,000.

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.

 

OFFER RULES FOR ALL PARTICIPANTS

New funds or securities must be deposited or transferred within 60 days of enrollment in offer, be from accounts outside of E*TRADE, and remain in the account (minus any trading losses) for a minimum of twelve months 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 the securities at market on the business day the deposit is received as reflected in transaction history. Removing any deposit or cash during the promotion period (60 days) may result in lower reward amount or loss of reward. Any assets transferred from Morgan Stanley accounts to E*TRADE are not considered to be from accounts outside of E*TRADE and may not be included for purposes of offer eligibility or 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, please contact us at 800-387-2331 and we will be able to assist you with your enrollment.

 

OFFER LIMITATIONS

Offer valid for existing E*TRADE Brokerage clients with an eligible non-retirement account and funded within 60 days of enrollment day with $25,000 or more.

The following account types are 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.

E*TRADE from Morgan Stanley reserves the right to terminate this offer at any time.

This offer neither is, nor should be construed as a recommendation or solicitation to buy, sell, or hold any security, financial product or instrument or to open a particular account or engage in any specific investment strategy.

Securities products offered by Morgan Stanley Smith Barney LLC, Member SIPC. E*TRADE is a business of Morgan Stanley.

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©currentYear E*TRADE from Morgan Stanley. All rights reserved. Important disclosures.

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