Expense Remedies: Your Determination Manual

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¹ E*TRADE brokerage accounts are supplied by E*TRADE Securities LLC, a registered broker-supplier. E*TRADE charges $ fee for on-line U.S.-listed stock, ETF and possibilities trades. Exclusions may perhaps implement, and E*TRADE reserves the right to cost variable fee rates. The conventional solutions contract fee is $.65 for each contract (or $.50 for every agreement for consumers who execute at minimum 30 inventory, ETF and solutions trades for every quarter). The retail on-line $ fee does not implement to around-the-counter (OTC), international stock transactions, substantial block transactions requiring particular dealing with, transaction-cost mutual resources, futures or fastened profits investments. Support rates implement for trades placed by way of a broker ($25). Inventory plan account transactions are subject matter to a separate fee plan. Further regulatory and trade costs may well implement. For a lot more info about pricing, visit etrade.com/pricing.
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Fairness securities may perhaps fluctuate in reaction to information on corporations, industries, market circumstances and basic financial natural environment. Organizations spending dividends can lessen or stop payouts at any time.

² Main Portfolios is supplied by means of E*TRADE Funds Management, LLC, and an affiliate of E*TRADE’s broker-dealer and Morgan Stanley. Prior to opening a Main Portfolios account, please browse the Wrap Payment Applications Brochure for a lot more data on the advisory cost, rebalancing methodologies, portfolio management, affiliations, and providers presented.
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An investment in an trade-traded fund will involve threats equivalent to all those of investing in a broadly centered portfolio of fairness securities traded on exchange in the applicable securities sector, these types of as sector fluctuations brought about by these kinds of components as economic and political developments, variations in desire rates and perceived developments in stock price ranges. The expense return and principal price of ETF investments will fluctuate so that an investor’s ETF shares, if or when sold, may perhaps be worth much more or a lot less than the original price tag.
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Investors really should carefully take into consideration the investment decision objectives, risks, prices and charges of a mutual fund and trade-traded fund (ETF) just before investing. The prospectus consists of this and other info about the mutual fund and ETF. To attain a prospectus, make contact with your Money Advisor or check out the mutual fund and ETF company’s web page. You should study the prospectus thoroughly right before investing.
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ESG strategies that integrate influence investing and/or Environmental, Social and Governance (ESG) variables could outcome in relative investment decision effectiveness deviating from other procedures or broad marketplace benchmarks, relying on no matter whether this kind of sectors or investments are in or out of favor in the industry. As a outcome, there is no assurance ESG procedures could outcome in a lot more favorable expenditure effectiveness.
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Securities items and services supplied by E*TRADE Securities LLC, Member SIPC. Financial commitment advisory companies offered by E*TRADE Funds Management, LLC, a Registered Financial commitment Adviser. E*TRADE Securities LLC and E*TRADE Capital Administration, LLC, are independent but affiliated subsidiaries of Morgan Stanley.
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Investment decision, insurance policies and annuity merchandise offered by Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | May possibly Drop Value | NOT Lender Guaranteed | NOT A Lender DEPOSIT | NOT INSURED BY ANY FEDERAL Federal government Company
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This product has been prepared for informational needs only. It does not supply independently customized expense suggestions. It has been prepared without the need of regard to the unique financial situation and aims of people who acquire it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) suggests that buyers independently consider individual investments and methods and encourages investors to look for the information of a Morgan Stanley Monetary Advisor. The appropriateness of a certain investment or technique will rely on an investor’s specific conditions and aims.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Fiscal Advisors and Non-public Prosperity Advisors do not deliver tax or legal suggestions. Customers must seek advice from their tax advisor for issues involving taxation and tax arranging and their lawyer for issues involving have confidence in and estate planning and other authorized issues.

Morgan Stanley provides a broad array of brokerage and advisory companies to its customers, every of which may create a different variety of partnership with diverse obligations to you. Please check with with your Economical Advisor to recognize these variances.

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.

CRC#4761972 (06/2022)