Special offer for our valued customers

Here’s how to get your cash credit:

Cash credits will be granted based on deposits of new funds or securities from external accounts made within 60 days of enrollment, as follows: $5,000-$24,999 will receive $125; $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 or more will receive $6,000. If you deposit $500,000-$999,999, you will receive a cash credit within seven business days. If you have deposited at least $500,000 in your account, and you make subsequent deposits in that account to reach a higher tier, you will receive a second cash credit following the close of the 60-day window. For example, if you deposit $600,000, you will receive a cash credit of $2,000 within seven business days, then if you deposit another $500,000 you will receive an additional cash credit of $2,500 at the end of the 60-day window for a total reward of $4,500. Also, if you deposit $1,000,000 or more you will receive your cash credit in two transactions at the end of the 60-day window—depending on your initial funding amount. So, for example, if you deposit $1,000,000 when you enroll, you will receive two cash credits that will total $4,500 at the end of the 60-day window from enrollment. Cash credits will be paid to the account(s) where the deposits have been made.

If you deposit $2,000,000 or more, you will receive a cash credit within seven business days. All other reward tiers ($5,000-$24,999; $25,000-$99,999; $100,000-$199,999; $200,000-$499,999; $500,000-$999,999; $1,000,000-$1,999,999) will be paid within seven business days following the expiration of the 60-day period.

In addition, if you deposit $1,000,000 or more into your 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. For example, if you have deposited $1,000,000 in your account during the 60 day period, and during the same period you deposited $250,000 into another eligible account you have linked to the account you will receive $3,500 in your account and $1,000 into the other eligible account.

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 six 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 Morgan Stanley Smith Barney LLC customers with an eligible non-retirement account and funded within 60 days of enrollment day with $5,000 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. Customers may only be enrolled in one offer at a time. This offer cannot be combined with any other offers. Each customer is limited to a maximum of two new account offers.