E*TRADE

ETRADE provides a comprehensive suite of financial services, catering to individual investors, small businesses, and those seeking retirement planning solutions. The company offers a variety of account types such as brokerage, retirement, core portfolios, managed portfolios, small business, and bank accounts. Investors can choose from a diverse range of investment options including stocks, options, mutual funds, ETFs, futures, bonds and CDs, prebuilt portfolios, and IPO/new issues. ETRADE features multiple trading platforms including ETRADE web, ETRADE app, Power ETRADE web, and Power ETRADE app, and offers $0 commissions for online US-listed stock, ETF, mutual fund, and options trades. Automated investment management is available through Core Portfolios with a low annual advisory fee of 0.30% and a $500 minimum. The company also offers a Premium Savings Account with a competitive rate of 4.25% APY and FDIC insurance up to $500,000, as well as Max-Rate Checking with a 3.00% APY and worldwide ATM fee refunds. ETRADE provides a range of educational resources, including articles, videos, and webinars on various investment topics, and tools for margin trading such as a Margin Analyzer Tool, Margin Calculator Tool, and Risk Slide Tool. Thematic investing options are available, aligning with values or economic, technological, and social trends. Clients have access to Morgan Stanley’s market and economic insights, perspectives, and analysis. ETRADE also offers a variety of retirement planning resources and accounts, including Traditional IRA, Roth IRA, and Rollover IRA, and financial solutions for small businesses, such as Traditional and Roth Individual 401(k), SIMPLE IRA, and SEP IRA. Additionally, the company provides a Line of Credit that allows borrowing against investments without disturbing investment plans, as well as home loan options with competitive rates and dedicated support.