If you experience any issues when attempting to enroll with a Joint Account, please contact us 80 (800-ETRADE-1) and we will be able to assist you with your enrollment. 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.
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.Į*TRADE Securities reserves the right to terminate this offer at any time. Removing any deposit or cash during the promotion period (60 days) may result in lower reward amount or loss of reward. For purposes of the value of a deposit, any securities transferred will be valued the first business day following completion of the deposit. 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. If you deposit $1,500,000 or more in your new account, you will receive two cash credits that will total $3,000 within seven business days.Įxisting customers or new customers opening more than one account are subject to different offer terms.
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. 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 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.
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. 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. Offer valid for new E*TRADE Securities customers opening one new eligible retirement or brokerage account by and funded within 60 days of account opening with $10,000 or more. Cash credits for Individual Retirement Accounts are treated as earnings for tax purposes. Taxes related to these credits and offer are the customer’s responsibility. For more information about pricing, visit /pricing.Į*TRADE credits and offers may be subject to US withholding taxes and reporting at retail value. Additional regulatory and exchange fees may apply. Stock plan account transactions are subject to a separate commission schedule. Service charges apply for trades placed through a broker ($25). 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. 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). Exclusions may apply and E*TRADE reserves the right to charge variable commission rates. E*TRADE charges $0 commission for online US-listed stock, ETF, and options trades.
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