Here's how to get your advisory fee waiver:
E*TRADE Capital Management, LLC will waive the Adaptive Portfolio advisory program’s quarterly advisory fee for the first 6 months after an eligible enrollment. Eligible E*TRADE Securities brokerage accounts must enroll in Adaptive Portfolio and have funded the account with at least the required minimum amount by December 31, 2017. The minimum investment is $5,000 and there are no brokerage trading commissions associated with the advisory program. All other fees, including any fees and expenses charged by the underlying Adaptive Portfolio holdings, still apply. You pay the program’s annual net advisory fee immediately following the initial 6 month period. Fees are prorated for the portion of the quarter after the waiver expires.
The advisory fee waiver does not apply to E*TRADE Capital Management’s Managed Investment Portfolios, Fixed Income Separately Managed Account and Unified Managed Accounts advisory programs or accounts previously enrolled in Online Managed Investment Portfolios that were converted to Adaptive Portfolio.
Excludes non-US residents and any jurisdiction where this offer is not valid. Offer expires December 31, 2017. We reserve the right to terminate this offer at any time.
More important information
We reserve the right to terminate this offer at any time. Consult your tax professional regarding limits on depositing and rolling over qualified assets. Other restrictions may apply.