![]() ![]() This can be contrasted with a managed account, where a financial professional handles clients’ investment portfolios.Self-directed brokerage accounts give clients full control over their investment decisions, from choosing the types of investments to managing them.© currentYear E*TRADE from Morgan Stanley. Statement of Financial Condition | About Asset Protection | Account Agreements and Disclosures | Quarterly 606 Report | Business Resiliency Plan System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. Throughout 2023, ETS and ETCM will be transitioning existing clients to MSSB. All entities are separate but affiliated subsidiaries of Morgan Stanley. Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC. Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Investment advisory services offered by E*TRADE Capital Management, LLC (ETCM) or MSSB. Securities products offered by E*TRADE Securities LLC (ETS), Member SIPCor Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. The proceeds from a residential mortgage loan (including draws and advances from a home equity line of credit) are not permitted to be used to purchase, trade, or carry eligible margin stock repay margin debt that was used to purchase, trade, or carry margin stock or to make payments on any amounts owed under the note, loan agreement, or loan security agreement and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account. Nationwide Mortgage Licensing System Unique Identifier #663185. Morgan Stanley Private Bank, National Association is an Equal Housing Lender and Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The information contained herein should not be construed as a commitment to lend. Residential mortgage loans/ home equity lines of credit may not be available in all states not available in Guam, Puerto Rico and the U.S. Rates, terms, and programs are subject to change without notice. All residential mortgage loans/ home equity lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. With the exception of the pledged-asset feature, an investment relationship with Morgan Stanley Smith Barney LLC does not have to be established or maintained to obtain the residential mortgage products offered by Morgan Stanley Private Bank, National Association. Residential mortgage loans/home equity lines of credit are offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. For additional information, view the FINRA website. For more information about pricing, visit /pricing.īefore deciding whether to retain assets in a qualified 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 tax 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). Additional regulatory and exchange fees may apply. All fees and expenses as described in a fund's prospectus 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) securities transactions, foreign stock transactions, large block transactions requiring special handling, 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, mutual fund, and options trades. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |