You invest. We reward.

Exclusively for you!

Choose one of these two great offerings that expire on December 31, 2020.

Consolidate, simplify, and earn

Get $75 when you deposit $5,000 to your existing E*TRADE account. Or add more to get up to $4,000.

Keep building, keep growing

Get $100 when you open a new brokerage or retirement account with $5,000. Or add even more for up to $3,500.

Plus, spread the word about E*TRADE


Invite your friends to E*TRADE and get up to $500 in Amazon.com Gift Cards.

We'll reward your friends, too.

Refer a friend

 

This offer is not valid for unincorporated organization, E*TRADE Futures, E*TRADE Capital Management, E*TRADE Bank, E*TRADE Savings Bank accounts, or select retirement accounts including SEP IRA, SIMPLE IRA, retirement accounts for minors, profit sharing plans, money purchase pension plans, investment only noncustodial retirement plans and some business accounts. Excludes current E*TRADE and Morgan Stanley employees, including any subsidiaries thereof, non-U.S. residents, and 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. One offer per customer at a time. Cannot be combined with any other offers.

How offers work:

Existing customers adding funds into one or more existing account(s):

Offer valid for existing E*TRADE Securities brokerage, Coverdell, and the following types of E*TRADE retirement accounts: Traditional IRA, Individual 401(k), Roth Individual 401(k), Roth IRA, Rollover IRA, Beneficiary Roth IRA, and Beneficiary Traditional IRA. Offer excludes other E*TRADE Securities retirement account types, or E*TRADE Futures, E*TRADE Bank, and E*TRADE Savings Bank accounts. Other restrictions may apply.

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 $75; $25,000-$99,999 will receive $100; $100,000-$199,999 will receive $300; $200,000-$499,999 will receive $600; $500,000-$999,999 will receive $1,200; $1,000,000-$1,999,999 will receive $3,000; $2,000,000 or more will receive $4,000. 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 $1,200 within seven business days, then if you deposit another $500,000 you will receive an additional cash credit of $1,800 at the end of the 60 day window for a total reward of $3,000. 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 $3,000 at the end of the 60 day window from enrollment.

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; $1,000,000-$1,999,999) will be paid 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 $2,400 in your account and $600 into the other eligible account.

Existing customers opening one or more new account(s)

Offer valid for a new E*TRADE Securities brokerage, Coverdell, and the following types of E*TRADE retirement accounts: Traditional IRA, Individual 401(k), Roth Individual 401(k), Roth IRA, Rollover IRA, Beneficiary Roth IRA, and Beneficiary Traditional IRA. Offer excludes other E*TRADE Securities retirement account types, or E*TRADE Futures, E*TRADE Bank, and E*TRADE Savings Bank accounts. Other restrictions may apply.

Read more about how the “new account” offer works.

How the “Refer a Friend” offer works:

By participating in the customer referral program, the referrer agrees that E*TRADE may disclose his/her identity as a customer of E*TRADE to the referred friend. Referrer certifies that each referred email address represents an individual known to them, and they are authorized to submit each email address to E*TRADE. The customer referral program is intended for individual referrals only; all forms of mass emailing are prohibited under the program. Without limitation, referrer may not submit group email addresses or email mailing lists, and such referrals will not be eligible to participate in the customer referral program. Referred friends must be located in the US to be eligible to participate in the customer referral program.

Here is how the $50 referral gift card works: Referrer offer valid only for existing E*TRADE customers. Current E*TRADE Financial, LLC and Morgan Stanley & Co. associates, non-U.S. residents and residents of any jurisdiction where this offer is not valid, are not eligible for the referrer or referred award. Qualified customers must be of legal age in their state of residence. The existing customer (referrer) will receive a $50 Amazon.com Gift Card as a reward for their friend opening and funding a new brokerage account with a minimum of $500. The existing customer is limited to payment for ten referrals for a maximum credit of $500 per calendar year. E*TRADE Securities reserves the right to terminate this offer at any time. Offer ends December 31, 2020.

Restrictions apply, see amazon.com/gc-legal.

General offer rules:

New funds or securities must be deposited or transferred within 60 days of enrollment in an 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 the first business day following completion of the deposit. Removing any deposit or cash during the promotion period (60 days) may result in lower reward amount or loss of reward. E*TRADE Securities reserves the right to terminate these offers at any time.

If you are attempting to enroll in these offers with a Joint Account, the primary account holder may have to fulfill at the tiers noted before the secondary account holder can enroll in the offers. If you experience any issues when attempting to enroll with a Joint Account, please contact us 800-387-2331 (800-ETRADE-1) and we will be able to assist you with your enrollment.

Excludes current employees of E*TRADE and Morgan Stanley, including any subsidiaries thereof, non-U.S. residents, and any jurisdiction where these offers are not valid. You must be the original recipient of these offers to enroll. One promotion per customer. E*TRADE Securities reserves the right to terminate these offers at any time. Must be enrolled by December 31, 2020, the offer expiration date. New funds or securities must: be deposited or transferred within 60 days of enrollment in an 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 may be surrendered. Other restrictions may apply. Consult your tax professional regarding limits on depositing and rolling over qualified assets.

Before deciding whether to retain assets in a retirement plan account through a former employer, or roll them over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, and possession of employer stock. For additional information, view the FINRA Investor Alert.
E*TRADE credits and offers may be subject to US withholding taxes and reporting at retail value. Taxes related to these credits and offers are the customer's responsibility. Cash credits for Individual Retirement Accounts are treated as earnings for tax purposes.

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

This offer is not valid for any business (incorporated or unincorporated) accounts, E*TRADE Futures, E*TRADE Capital Management, E*TRADE Bank, E*TRADE Savings Bank accounts, or select retirement accounts including SEP IRA, SIMPLE IRA, retirement accounts for minors, profit sharing plans, money purchase pension plans, investment only noncustodial retirement plans and some business accounts. Excludes current E*TRADE and Morgan Stanley employees, including any subsidiaries thereof, non-U.S. residents, and 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. One offer per customer at a time. Cannot be combined with any other offers.