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1 Certainaccounts may have other minimum asset levels and other eligibility requirements. E*TRADE charges $0 commission for online US-listed stock, ETF, mutual fund, and options trades. Exclusions may apply and E*TRADE reserves the right to charge variable commission rates. Underlying mutual fund fees and expenses apply as described in each fund prospectus. E*TRADE receives shareholder servicing (12b-1) fees from many available mutual funds as well as revenue sharing and administrative service fees from most funds and/or their affiliates. For more information, please review our Relationship Summary, which is available on our website. 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, 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.
2 The Annual Advisory Fee is 0.30%, or as low as $1.50 for $500 in assets, and is the direct fee charged to any client in the advisory program. The advisory fee does not cover underlying management fees and expenses of any mutual fund or ETF investment held in the portfolio.
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, 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.
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Securities products and services for E*TRADE from Morgan Stanley accounts offered through E*TRADE Securities LLC, Member SIPC, a subsidiary of Morgan Stanley. Check the background of E*TRADE Securities LLC and its investment professionals on FINRA’s BrokerCheck.
Opening an account with a Morgan Stanley Virtual Advisor or Financial Advisor may require minimum asset levels. Other eligibility requirements may apply and certain products and services are not available to or appropriate for all clients. Certain fees, including account fees, may apply should you choose to open an account with Morgan Stanley. Account fees and other important information can be found atwww.morganstanley.com/iai.
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The information and materials on this website are for informational purposes only. It is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circ*mstances and objectives of persons who read it. The appropriateness of a particular investment or strategy will depend on an investor's individual circ*mstances and objectives. The materials may contain forward-looking statements and there can be no guarantee that they will come to pass. Past performance is not a guarantee of future performance.
Asset allocation and diversification do not guarantee a profit or protect against loss in a declining financial market.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.
Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal matters.
Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
Core Portfolios are offered by E*TRADE Capital Management, LLC ("ETCM"), a Registered Investment Adviser and affiliate of Morgan Stanley. Please read the E*TRADE Wrap Fee Programs Brochure for more information on the investment advisory services offered. Diversification and asset allocation strategies do not ensure profit or protect against loss. Investments in securities and other instruments involve risk and will not always be profitable.
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AR 5815050.2; CRC# 5873425 (08/2023)
CRC# 4935934 (10/2022)
