How our offer works

Get up to $3,500 when you come back to E*TRADE
Open and fund a new account today.

E*TRADE credits and offers may be subject to U.S. withholding taxes and reporting at retail value. Taxes related to these credits and offers are the customer’s responsibility.
Offer valid for one new E*TRADE Securities non-retirement brokerage account opened by 12/31/20 and funded within 60 days of account opening with $5,000 or more.
Cash Credit Deposit Amount
$50 $5,000–$9,999
$100 $10,000–$24,999
$200 $25,000–$99,999
$500 $100,000–$199,999
$800 $200,000–$249,999
$1,000 $250,000–$499,999
$1,500 $500,000–$999,999
$3,500 $1,000,000+

New customer opening only one account

These rules strictly apply to clients who are opening a new E*TRADE account, do not have an existing E*TRADE account and do not open a new E*TRADE account for 60 days after enrollment in this offer. For other circumstances, please refer to the “Existing Clients or New Clients Opening More than One Account” disclosures below.

Reward tiers under $200,000 ($5,000-$9,999; $10,000-$24,999; $25,000-$99,999; $100,000-$199,999) will be paid following the expiration of the 60-day period. However, if you deposit $200,000-$249,999, you will receive a cash credit within seven business days. If you have deposited at least $200,000 in the new 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 $200,000, you will receive a cash credit of $800 within seven business days, then if you deposit another $300,000 you will receive an additional cash credit of $700 at the end of the 60-day window for a total reward of $1,500. If you deposit $250,000 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. 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.

Exisiting clients or new clients opening more than one account

If you have an existing E*TRADE account and enroll in this offer by opening a new account, or are a new customer who then opens one or more new accounts within 60 days of enrolling in this offer, different rules apply. Reward tiers ($5,000-$9,999; $10,000-$24,999; $25,000-$99,999; $100,000-$199,999; $200,000-$249,999) will be paid per the “new account” column denoted below following the expiration of the 60 day period.

Also, if as an existing customer you deposit $250,000 - $499,999 within your existing account, then a $200 reward will be paid within seven business days following the expiration of the 60 day period.

New Account Deposit Amount Existing Account Deposit Amount Existing Account Cash Credit New Account Cash Credit Total Cash Credit
$5,000 - $9,999     $50 $250
$10,000 - $24,999     $100 $300
$25,000 - $99,999 $250K – $499,999 $200 $200 $400
$100,000 - $199,999     $500 $700
$200,000 - $249,999     $800 $1,000
$250,000 - $499,999     $800 $1,000

 

In addition, if you deposit $250,000 or more into your new account, then deposits made in eligible linked accounts during the 60 day period funds 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 $250,000 in your new 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 $800 in your new account and $200 into the other eligible account. Your reward will be paid within seven business days following expiration of the 60 day period.

However, if you deposit $500,000 or more into your new account, then 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 account you will receive $800 in your new account and $700 into the other eligible account.

New Account Deposit Amount Existing Account Deposit Amount Existing Account Cash Credit New Account Cash Credit Total Cash Credit
$5,000 - $9,999     $50 $750
$10,000 - $24,999     $100 $800
$25,000 - $99,999     $200 $900
$100,000 - $199,999 $500K – $999,999 $700 $500 $1,200
$200,000 - $249,999     $800 $1,500
$250,000 - $499,999     $800 $1,500
$500,000 - $999,999     $800 $1,500

 

If you deposit $1,000,000 in your new account, you will receive two cash credits that will total $3,500 within seven business days. If you deposit $1,000,000 in your eligible linked accounts during the 60 day period funds 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 deposit $100,000 in your new account, if you have deposited $1,000,000 into eligible account you will receive $800 in your new account and $2,700 into the other eligible account.

Offer valid for existing clients or new E*TRADE Securities customers opening one new eligible retirement or brokerage account by 12/31/2020 and fund within 60 days of account opening with $5,000 or more.

New Account Deposit Amount Existing Account Deposit Amount Existing Account Cash Credit New Account Cash Credit Total Cash Credit
$5,000 - $9,999     $50 $2,750
$10,000 - $24,999     $100 $2,800
$25,000 - $99,999     $200 $2,900
$100,000 - $199,999 $1,000,000+ $2,700 $500 $3,200
$200,000 - $249,999     $800 $3,500
$250,000 - $499,999     $800 $3,500
$500,000 - $1,000,000     $800 $3,500
$1,000,000+     $800 $3,500

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 twelve 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 this offer at any time.

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.

Offer limitations:

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.

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.