How our offer works

Get up to $3,500!

Enroll now to take advantage of this exclusive offer. Open and fund a new retirement account and receive a cash credit of up to $3,500 based on qualified deposits.

Open an account

Account Deposit Receive
$5,000 - $24,999 $100
$25,000 - $99,999 $200
$100,000 - $199,999 $500
$200,000 - $499,999 $1,000
$500,000 - $999,999 $1,800
$1,000,000+ $3,500

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 account opening, as follows: $5,000-$24,999 will receive $100; $25,000-$99,999 will receive $200; $100,000-$199,999 will receive $500; $200,000-$499,999 will receive $1,000; $500,000-$999,999 will receive $1,800; $1,000,000 or more will receive $3,500. If you deposit $1,000,000 when you open your account, you will receive two cash credits that will total $3,500 within seven business days from account opening. All other reward tiers will be paid following the expiration of the 60-day period.

In addition, if you deposit $1,000,000 or more into your new 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 $500,000 in your new account during the 60 day period, and during the same period you deposited $500,000 into another eligible account you have linked to the new account you will receive $1,750 in your new account and $1,750 into the other eligible account.

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.

Excludes current E*TRADE Financial Corporation associates, non-U.S. residents, and any jurisdiction where this offer is not valid. You must be the original recipient of this offer to enroll. One promotion per customer. This offer is not valid for E*TRADE Securities brokerage, E*TRADE Futures, E*TRADE Bank, or E*TRADE Savings Bank accounts. E*TRADE Securities reserves the right to terminate this offer at any time. Must be enrolled in this offer by December 31, 2020, the offer’s expiration date. Other restrictions may apply. Consult your tax professional regarding limits on depositing and rolling over qualified assets.


More important information:

Offer valid for one new E*TRADE Securities retirement account opened by 12/31/2020 and funded within 60 days of account opening with $5,000 or more.

This offers neither is, nor should be construed as a solicitation or 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.

Removing any deposit or cash during the promotion period (60 days) may result in lower reward amount or loss of reward.

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 800-387-2331 (800-ETRADE-1) and we will be able to assist you with your enrollment.

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.
If you have multiple IRAs at E*TRADE or at other financial institutions, the annual contribution limit applies to contributions made to all of your IRA accounts combined which can impact your ability to make a $5,000 contribution to this IRA account in 2019 and 2020. Before making a contribution, check your other IRA accounts and refer to the Contribution Limits Table for more details.
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.

Need help? Give us a call?

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