How Morgan Stanley Helps New Investors Like You
Finally you're feeling financially secure. But you're ready for more. Ready to keep learning, and ready to grow what you've earned. That's where Morgan Stanley can help. We have solutions for every type of investor, and can find the approach that's right for you. The simplest way to get started is an E*TRADE Online Brokerage Account, where you can build your own investment strategy on their intuitive website and app. Guided by the trading tools and educational content, it's an easy way to take control of your finances–without any account minimums or commission fees. Maybe you'd like to be a bit more hands-off. That's where E*TRADE Core Portfolios comes in. With Core Portfolios, you'll get automated support from their Robo-Advisor, who will match you to a diversified portfolio of exchange-traded funds. After a five-minute questionnaire, we can quickly start working toward specific goals. Over time, Core Portfolios automatically realigns your investments. If you're looking for more personalized advice and guidance, then a Morgan Stanley Virtual Advisor might be the right choice. This option empowers you to speak with a team of Advisors over the phone, where we can help you create a comprehensive investment plan without the traditional costs of a dedicated Financial Advisor. And if you'd prefer to develop a one-on-one relationship with a Morgan Stanley Financial Advisor, we'll match you with just the right person. An experienced professional you can meet with regularly to help you navigate complex life events like retirement and estate planning and create a tax-efficient investment portfolio. Wherever you are on your financial journey, Morgan Stanley has investing options for you.
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You have goals. You’re ready to take the next step. We’re here to help you discover what investing solutions could help you build toward your goals.
Source: Morgan StanleyFind Out How E*TRADE Can Help You Pursue Your Goals.
Get started today with E*TRADE’s easy-to-use website and range of investing and retirement savings options.
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Choose an Investment Approach to Help You Reach Your Financial Goals
From investing on your own to comprehensive financial planning, we offer a range of solutions to help meet your needs.
Build your portfolio with access to easy-to-use tools, resources and help whenever you need it
Commission Free Trading1
Account Minimum¹
Work toward your investment goals with automated help managing your money with E*TRADE
Pay 0.30% annually (as low as $1.50)
Minimum Investment*
Get assistance from a team of highly skilled Financial Advisors
Collaborate with a dedicated Financial Advisor for ongoing, comprehensive planning and management
* 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.
1 Certain accounts 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
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.
Transaction fees, fund expenses, brokerage commissions, and service fees may apply.
Prior to investing in a managed portfolio, E*TRADE Capital Management will obtain important information about your financial situation and risk tolerances and provide you with a detailed investment proposal, investment advisory agreement, and wrap fee programs brochure. These documents contain important information that should be read carefully before enrolling in a managed account program. Please read the E*TRADE Wrap Fee Programs Brochure for more information on the advisory fee, rebalancing methodologies, portfolio management, affiliations, and services offered.
Securities products and services, including the E*TRADE online brokerage account, offered by E*TRADE Securities LLC (ETS), Member SIPC. Core Portfolios investment advisory services offered by E*TRADE Capital Management, LLC (ETCM). Both ETS and ETCM are separate but affiliated subsidiaries of Morgan Stanley.
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