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Submission: On January 07 via api from US — Scanned from DE
Effective URL: https://us.etrade.com/frequently-asked-questions/most-popular?em=5999
Submission: On January 07 via api from US — Scanned from DE
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Most Popular Skip to content * Banking * Stock Plans Refer a Friend Contact us Log on * Account Types Expand Account Types keyboard_arrow_down * Overview * Brokerage * Retirement * Core Portfolios * Managed Portfolios * Small Business * Bank * Investment Choices Expand Investment Choices keyboard_arrow_down * Overview * Stocks * Options * Mutual Funds * ETFs * Futures * Bonds and CDs * Prebuilt Portfolios * New to Investing * Trading Expand Trading keyboard_arrow_down * Overview * Platforms * Margin Trading * Execution Quality * Pricing and Rates * Insights Expand Insights keyboard_arrow_down * Overview * Knowledge Center * Morgan Stanley Thought Leadership * Thematic Investing * Commentary * Events * View more items more_horiz search Search Search by Symbol/Keyword search Close search close Open an account Log on Open search search Most Popular Open an account Search by Symbol/Keyword search Close search close * Account Types arrow_back Back to Main Menu * Overview * Brokerage * Retirement * Core Portfolios * Managed Portfolios * Small Business * Bank * Investment Choices arrow_back Back to Main Menu * Overview * Stocks * Options * Mutual Funds * ETFs * Futures * Bonds and CDs * Prebuilt Portfolios * New to Investing * Trading arrow_back Back to Main Menu * Overview * Platforms * Margin Trading * Execution Quality * Pricing and Rates * Insights arrow_back Back to Main Menu * Overview * Knowledge Center * Morgan Stanley Thought Leadership * Thematic Investing * Commentary * Events * Banking * Stock Plans * Refer a Friend * Contact us Log on Open an account PLEASE UPGRADE YOUR BROWSER E*TRADE uses features that may not be supported by your current browser and might not work as intended. For the best user experience, please use an updated browser. FREQUENTLY ASKED QUESTIONS * Most Popular * Open an account * Account Info * Account Features * Investing and Trading * Retirement Planning * Core Portfolios * Morgan Stanley Expand all WHERE CAN I FIND INFORMATION ON THE MERGER WITH MORGAN STANLEY? Check out or comprehensive FAQS on what the merger means for you. WHAT IS E*TRADE’S COVID-19 PREPAREDNESS PLAN AND WHAT SHOULD I EXPECT? For details on E*TRADE’s coronavirus preparedness plan, branch information, and all the latest updates, please visit our COVID-19 resource center. ARE E*TRADE SECURITIES BRANCHES OPEN DURING COVID-19? To help fight the COVID-19 virus and practice safe social distancing, all of our E*TRADE Securities Branches are temporarily closed as of Thursday, March 19, 2020. Our Financial Consultants are still available to assist you by phone or email. Please check our Branch Locator for contact information if you need it. We are actively monitoring the situation, including guidance from the Centers for Disease Control and Prevention (CDC), to determine when it’s safe to re-open. HOW IS COVID-19 AFFECTING MAIL PROCESSING TIMES AT E*TRADE AND MORGAN STANLEY PRIVATE BANK? We’re committed to providing you with the fastest service possible. However, due to the current situation with COVID-19, our mail operations team may be experiencing slight delays in processing incoming mail and sending statements and documents. Here are a few alternate options. * Sending documents or applications. Please consider using our document upload service or submit your application online. * Sending checks. The fastest, most convenient way to deposit a check is via mobile check deposit.2 * Receiving statements or documents. Typically, statements and documents should arrive by the 5th of each month. Due to the current situation, however, please expect some delays. For faster access, you can find your latest bank or brokerage statements via the Documents tab at etrade.com. HOW DO I RESET MY USER ID OR PASSWORD? We make it easy to retrieve your User ID and reset your password online. HOW DO I FUND AN ACCOUNT? Choose the method that works best for you: 1. Transfer money electronically: Use our Transfer Money service to transfer within 3 business days. 2. By check: You can easily deposit many types of checks. 3. By wire transfer: Wire transfers are fast and secure. 4. Transfer an account: Move an account from another firm. Go now to fund your account. HOW CAN I DEPOSIT A CHECK? The most convenient way to deposit a check is through E*TRADE Mobile check deposit feature. Make sure the check is payable to you (in the same name as appears on your account), or to E*TRADE Securities LLC for deposits to your brokerage accounts or Morgan Stanley Private Bank for deposits to your bank account. Note: Mobile check deposit maximum is $250,000 per day.2 Have additional questions on check deposits? Learn more WHEN WILL MY FUNDS BE AVAILABLE TO INVEST? Once you have set up and initiated a transfer from an external funding account, funds may take up to three business days to hit your account. Internal transfers (unless to an IRA) are immediate. Learn more Looking for other funding options? See funding methods WHAT ARE MY ROUTING NUMBERS? Morgan Stanley Private Bank (Formerly E*TRADE Bank): 256072691 E*TRADE Securities (brokerage accounts): 056073573 For common uses of routing numbers, please click here. HOW DO I PLACE A TRADE? At E*TRADE, we make it easy to trade stocks, bonds, ETFs, mutual funds, and more. Watch our platform demos or join us live every Wednesday at 11 a.m. ET for a 20-minute getting started webinar. We’ll show you how to place an order, and answer any questions you have during a live Q&A session. All with no hold times! HOW DO I ACCESS TAX INFORMATION & FORMS? Visit our Tax Center for all your tax information needs. HOW DO I SUBMIT DOCUMENTS/PAPERWORK? Use our document upload tool or send us a fax. Please reference the instructions on the application or form—in certain circumstances original documents may need to be mailed in. 1. Upload document: security upload forms, applications and other documents to Customer Service. 2. Send us a fax: * General fax number: 1-866-650-0003 * From outside the US: +1-678-624-6950 GET UP TO $3,500 (PLUS $0 COMMISSIONS)1 LEARN HOW Take charge of your finances with a new E*TRADE brokerage or retirement account by March 1 and start with a generous cash bonus. Use code: REWARD22 Open an account ETRADE FOOTER ABOUT US * Company Overview * Investor Relations * Newsroom * Careers * Privacy * About Our Ads * Accessibility at E*TRADE SERVICE * Contact Us * FAQs * Forms and Applications * Financial Consultants QUICK LINKS * Open An Account * Fund My Account * Cash Management * Stock Plans * Executive Services * Refer a Friend * Security Center * Site Map CONNECT WITH US phone 800-387-2331 location_on Find a Branch * * * * * -------------------------------------------------------------------------------- CHECK THE BACKGROUND OF E*TRADE SECURITIES LLC ON FINRA'S BROKERCHECK AND SEE E*TRADE SECURITIES LLC AND E*TRADE CAPITAL MANAGEMENT, LLC RELATIONSHIP SUMMARY. Investment Products • Not FDIC Insured • No Bank Guarantee • May Lose Value PLEASE READ THE IMPORTANT DISCLOSURES BELOW. BANKING PRODUCTS AND SERVICES ARE PROVIDED BY MORGAN STANLEY PRIVATE BANK, NATIONAL ASSOCIATION, MEMBER FDIC. E*TRADE sometimes provides its customers with cash credits or special offers related to the opening or funding of accounts or other activities. E*TRADE credits and offers may be subject to U.S. withholding taxes and reporting at retail value. Taxes related to these offers are the customer's responsibility. E*TRADE reserves the right to change the offer terms or terminate the offer at any time without notice. 1. E*TRADE charges $0 commission for online US-listed stock, ETF, and options trades. Exclusions may apply and E*TRADE reserves the right to charge variable commission rates. The standard options contract fee is $0.65 per contract (or $0.50 per contract for customers who execute at least 30 stock, ETF, and options trades per quarter). The retail online $0 commission does not apply to Over-the-Counter (OTC), foreign stock transactions, large block transactions requiring special handling, transaction-fee mutual funds, futures, or fixed income investments. Service charges apply for trades placed through a broker ($25). Stock plan account transactions are subject to a separate commission schedule. Additional regulatory and exchange fees may apply. For more information about pricing, visit etrade.com/pricing. E*TRADE 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. Cash credits for Individual Retirement Accounts are treated as earnings for tax purposes. E*TRADE and its affiliates do not provide tax advice. Offer valid for new E*TRADE Securities customers opening one new eligible retirement or brokerage account by 3/1/2022 and funded within 60 days of account opening with $10,000 or more. Promo code 'REWARD22'. New customer opening one account: These rules strictly apply to customers who are opening one new E*TRADE account, do not have an existing E*TRADE account and do not open any other new E*TRADE accounts for 60 days after enrollment in this offer. For other circumstances, please refer to the “Existing Customers or New Customers Opening More than One Account” disclosures below. 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: $10,000-$19,999 will receive $50; $20,000-$49,999 will receive $100; $50,000-$99,999 will receive $200; $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-$1,499,999 will receive $2,500; $1,500,000 or more will receive $3,500. Reward tiers under $200,000 ($10,000-$19,999; $20,000-$49,999; $50,000-$99,999; $100-000-$199,999) will be paid within seven business days following the expiration of the 60 day period. However, if you deposit $200,000 or more, you will receive a cash credit within seven business days, followed by any additional reward based on your fulfillment tier at the expiration of the 60 day period. 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 $250,000, you will receive a cash credit of $600 within seven business days, then if you deposit an additional $300,000 into your new account, you will receive an additional cash credit of $600 at the end of the 60 day window for a total reward of $1,200. If you deposit between $200,000 and $1,499,999 in your new account, you will receive a cash credit in two transactions at the end of the 60 day window—depending on your initial funding amount. If you deposit $1,500,000 or more in your new account, you will receive two cash credits that will total $3,500 within seven business days. Cash credits will be paid to the account where the deposit is made. Existing customers or new customers opening more than one account are subject to different offer terms. Please click here to view offer terms. 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. Any assets transferred from Morgan Stanley accounts 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: 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 This offer is not valid for any business (incorporated or unincorporated) accounts, other E*TRADE Securities retirement account types (SEP IRA, SIMPLE IRA, retirement accounts for minors, profit sharing plans, money purchase pension plans and investment only noncustodial retirement plans, Beneficiary IRA Estate, Beneficiary IRA Trust, Beneficiary Roth IRA Estate, Beneficiary Roth IRA Trust), accounts designated pattern day trader status, E*TRADE Capital Management, E*TRADE Futures, Morgan Stanley Private Bank, National Association accounts. Excludes current E*TRADE and Morgan Stanley employees, including any subsidiaries thereof, 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. Customers may only be enrolled in one offer at a time. Cannot be combined with any other offers. E*TRADE Securities reserves the right to terminate this offer at any time. Consolidation is not right for everyone, so you should carefully consider your options. Before deciding whether to retain assets in a retirement plan account through a former employer, roll them over to a qualified retirement plan account through a new employer (if one is available and rollovers are permitted), or roll them over to an IRA, an investor should consider all his or her options and the various factors including, but not limited to, the differences in investment options, fees and expenses, services, the exceptions to the early withdrawal penalties, protection from creditors and legal judgments, required minimum distributions, the tax treatment of employer stock (if held in the qualified retirement plan account), and the availability of plan loans (i.e., loans are not permitted from IRAs, and the availability of loans from a qualified retirement plan will depend on the terms of the plan). For additional information, view the FINRA Website. 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 IRAs (traditional and Roth IRAs) combined which can impact your ability to make a contribution to an IRA for the current tax year. Before making a contribution, check your other IRAs and refer to the Contribution Limits Table for more details. E*TRADE Securities LLC and its affiliates do 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. 2. Mobile check deposit is available to most E*TRADE and Morgan Stanley Private Bank, National Association US retail customers. CD, HELOC, and futures accounts are not eligible for mobile check deposit. Mobile check deposit limit is $250,000 per day, per customer logon. System limitations may apply. Securities products and services offered by E*TRADE Securities LLC. Member SIPC. Investment advisory services offered by E*TRADE Capital Management, LLC, a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc. Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC. All are separate but affiliated subsidiaries of Morgan Stanley. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. 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