Get up to $1,500 or more
For a limited time only: Receive a cash credit when you fund your new brokerage account based on the amount you deposit.
It’s easy to earn—enroll now
Step 1 arrow_forward
Log in using the button above
You must log into your new E*TRADE from Morgan Stanley brokerage account from this page to enroll in your special limited-time offer.
Step 2
Click the “Enroll Now” button
Once you’re logged in, you’ll see an Enroll Now button at the top of the page. Click that button and you’re on your way to earning a generous cash credit.
Step 3
Fund account
Fund your new account within 60 calendar days of offer enrollment. Cash credits will be granted based on deposits of new funds or securities from external accounts.
| Deposit Amount | Cash Credit |
|---|---|
| $1,000–$4,999 | $50 |
| $5,000–$19,999 | $150 |
| $20,000–$99,999 | $300 |
| $100,000–$199,999 | $600 |
| $200,000–$499,999 | $1,000 |
| $500,000–$999,999 | $1,500 |
| $1,000,000–$1,499,999 | $3,000 |
| $1,500,000–$1,999,999 | $5,000 |
| $2,000,000 - $4,999,999 | $6,000 |
| $5,000,000+ | $10,000 |
That’s all there is to it! Your cash credit based on the total amount deposited during the offer period will be automatically applied to your account within seven business days after the 60-day funding period expires.
Offer Details
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 to your brokerage account within 60 days of enrollment, as follows: $1,000-$4,999 will receive $50; $5,000-$19,999 will receive $150; $20,000-$99,999 will receive $300; $100,000-$199,999 will receive $600; $200,000-$499,999 will receive $1,000; $500,000-$999,999 will receive $1,500; $1,000,000-$1,499,999 will receive $3,000; $1,500,000-$1,999,999 will receive $5,000; $2,000,000-$4,999,999 will receive $6,000; $5,000,000 or more will receive $10,000.
All reward tiers will receive their cash credit within seven business days after the 60-day period expires. 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 $500,000 in your brokerage account during the 60-day period and during the same period you deposited $1,000,000 into another eligible linked brokerage account, then you will receive $5,000.
OFFER RULES FOR ALL PARTICIPANTS
New funds or securities must be deposited or transferred to your brokerage account 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 AAA brokerage account(s) 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
This offer is valid for Morgan Stanley Smith Barney LLC customers with an eligible E*TRADE brokerage (non-retirement) account and funded within 60 days of enrollment day with $1,000 or more.
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 at Work account(s), 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.
E*TRADE from Morgan Stanley reserves the right to terminate this offer at any time.
E*TRADE cash credits and offers may be subject to US withholding taxes and reporting at retail value. Taxes related to these credits and offer are the customer’s responsibility. E*TRADE does not provide tax advice.
Morgan Stanley Smith Barney LLC does not provide tax advice, and you should always consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.
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.