This fee applies when you change a contribution (that you've already made) from a Roth IRA to a Traditional IRA (or vice versa). For more information, please read the risks of trading on margin at www.etrade.com/margin. Excludes current E*TRADE and Morgan Stanley employees, including any subsidiaries thereof, non-U.S. residents, and any jurisdiction where this offer is not valid. * FINRA levies a Trading Activity Fee (TAF) for sales of covered securities that we pass through to you. All rights reserved. E*TRADE Copyright Policy. Please note companies are subject to change at anytime. For a fuller overview of E*TRADE's commission and fee structure, check out our E*TRADE review. Please note IOF fees are subject to change. If you experience any issues when attempting to enroll with a Joint Account, please contact us 800-387-2331 (800-ETRADE-1) and we will be able to assist you with your enrollment. Direxion (other than the commodity Trends Strategy Fund DXCTX), ProFunds, Rydex mutual funds and all money market funds will not be subject to the Early Redemption Fee. In addition to the $1.50 per contract per side commission, futures customers will be assessed certain fees including applicable futures exchange and National Futures Association (NFA) fees, as well as floor brokerage charges for execution of non-electronically traded futures and futures options contracts. Electronic transfer returned for insufficient funds, American Depositary Receipts (ADRs) custody fee, Financial transaction tax (FTT) Ordinary and ADR. I can request for the reversal of the present $38.00 fee. This information may be different than what you see when you visit a financial institution, service provider or specific product’s site. There is an options contract fee of $0.65 per contract. For example, if you sell 1,000 equity securities the fee would be the number of shares 1,000 multiplied by $0.000119 which equals $0.119. A one-time fee applied when the custodian of a limited partnership is changed from another brokerage firm to E*TRADE Securities. E*Trade alternative investment fee: $250 for annual custody fee per position $75 for new purchases and/or re-registration for transfers $50 capital call fee $75 liquidation fee Robinhood: $0 … All financial products, shopping products and services are presented without warranty. You will be charged a $2.00 handling fee for each E*TRADE Securities paper statement mailed to your address of record, unless an exemption applies. There is a $2 fee for each paper statement that is mailed out. This could include stock splits, dividends, mergers, right/warrant issues, or spin offs. If you find discrepancies with your credit score or information from your credit report, please contact TransUnion® directly. 4,400+ no-load, no-transaction-fee mutual funds. Closing of an account fee requires a $25 fee; A minimum charge of $10 for secondary market transactions or $1 per bond. Pre-qualified offers are not binding. This fee applies if you have deposited too much money into the account and need to withdraw the excess funds. The $2.00 handling fee for paper account statements will be charged to your account the month following the month for which you were mailed a paper statement (the Trigger Month), unless any of the following apply by the last business day of the Trigger Month: Customers currently enrolled with electronic statements, Stock plan accounts for current employees of current E*TRADE Financial Corporate Services clients, Customers with a combined value of $10,000 in cash and securities in linked E*TRADE Securities accounts, Customers with a combined balance of $20,000 or more in linked E*TRADE Securities and E*TRADE Bank accounts, Duplicate account statements or tax forms. Please help us keep our site clean and safe by following our, Prevent identity theft, protect your credit, The difference between term and whole life insurance, How medical conditions affect your life insurance rate, For a fuller overview of E*TRADE's commission and fee structure, check out our. Please click here to view offer terms. To see the details of the fee (as well as the terms and timing of the split), go to etrade.com/transactionhistory. The fees are charged to companies that allow their clients to hold ADRs, such as TD Ameritrade, and then those fees are passed through to the client that owns the ADR. Professionally managed advisory solution that builds, monitors, and manages a customized portfolio to help reach your financial goals. E*TRADE Financial Corporation and its affiliates do not provide tax advice, and you always should consult your own tax adviser regarding your personal circumstances before taking any action that may have tax consequences. We may make money or lose money on a transaction where we act as principal depending on a variety of factors. In the case of multiple executions for a single order, each execution is considered one trade. Forced margin liquidations may be subject to additional fees, including a broker assisted trade fee and/or brokerage commission. Base rates are subject to change without prior notice. There is an options contract fee of $0.65 per contract. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no transaction fee funds that are held less than 90 days. 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. re: TD Ameritrade "Mandatory Reorganization Fee" Posted by PJinAtl on 7/12/12 at 1:04 pm to GeismarGeauxer I get them through ETrade (got hit by the Duke reverse split, and a few other … Orders that execute over more than one trading day, or orders that are changed, may be subject to an additional commission. E*TRADE shall have the right to determine such fees in its reasonable discretion, and such fees may differ from or exceed the actual third-party fees properly paid by E*TRADE in connection with any transaction. » Compare the top online brokers for stock trading. Securities, investment advisory, commodity futures, options on futures and other non-deposit investment products and services are not insured by the FDIC, are not deposits or obligations of, or guaranteed by, E*TRADE Bank or E*TRADE Savings Bank, and are subject to investment risk, including possible loss of the principal amount invested. Stock plan account transactions are subject to a separate commission schedule. We believe everyone should be able to make financial decisions with confidence. The French authorities have published a list of securities that are subject to the tax. For options orders, an options regulatory fee will apply. Rates are subject to change without notice. Offer limitations: This offer is not valid for any business (incorporated or unincorporated) accounts, E*TRADE Futures, E*TRADE Capital Management, E*TRADE Bank, E*TRADE Savings Bank accounts, or select retirement accounts including SEP IRA, SIMPLE IRA, retirement accounts for minors, profit sharing plans, money purchase pension plans, investment only noncustodial retirement plans and some business accounts. For stock plans, log on to your stock plan account to view commissions and fees. A relatively small market movement will have a proportionately larger impact on the funds you have deposited or will have to deposit: this may work against you as well as for you. A forced margin liquidation fee occurs when E*TRADE Securities LLC liquidates a position(s) on behalf of a customer in order to meet minimum margin account balance requirements. Offer valid for new E*TRADE Securities customers opening one new eligible retirement or brokerage account by 1/31/2021 and funded within 60 days of account opening with $5,000 or more. In 1H17, the company reported reorganization fees of $8.0 million compared to $7.0 million in 1H16. E*Trade charge $38 (see Reorganizations under Other fees), TD Ameritrade charge $38. In addition, E*TRADE Securities can force the sale of any securities in your account without contacting you if your equity falls below required levels, and you are not entitled to an extension of time in the event of a margin call. One offer per customer at a time. E*TRADE charges no commission for online trades of stocks, ETFs and options. This may influence which products we review and write about (and where those products appear on the site), but it in no way affects our recommendations or advice, which are grounded in thousands of hours of research. Broker assistance fee … For a current prospectus, visit www.etrade.com/mutualfunds. The fee normally averages from one to three cents per share, however the amount and timing of these fees … E*TRADE credits and offers may be subject to U.S. withholding taxes and reporting at retail value. Learn more, Collaborate with a dedicated Financial Consultant to build a custom portfolio from scratch. E*TRADE offers reduced options pricing for active traders — those who trade 30 or more times per quarter pay just $0.50 per contract. What Is an Individual Retirement Account (IRA)? Statement of Financial Condition | About Asset Protection | Account Agreements and Disclosures | Quarterly 606 Report | Business Resiliency Plan, ©currentYear E*TRADE Financial Corporation. Existing clients or new clients opening more than one account are subject to different offer terms. Transfer agents and banks that sponsor ADRs are permitted to charge ADR holders an annual custody fee. If the market moves against your positions or margin levels are increased, you may be called upon by the Firm to pay substantial additional funds on short notice to maintain your position. E*TRADE charges $0 commission for online US-listed stock, ETF, and options trades. And while our site doesn’t feature every company or financial product available on the market, we’re proud that the guidance we offer, the information we provide and the tools we create are objective, independent, straightforward — and free. The FINRA TAF for a covered TRACE-eligible security (other than an asset-backed security) and/or municipal security is $0.00075 multiplied by the number of bonds, with a maximum charge of $0.75 per trade. I decided to leave etrade after they charged me a $20 reorganization fee and billed an account I set up for my son $80 for inactivity (over half of the value of the account). If you find discrepancies with your credit score or information from your credit report, please contact TransUnion® directly. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Cds, pass-throughs, CMOs, asset-backed securities are based on past market performance and! Financial institution, service provider or specific product ’ s site a variety of.. Than one trading day, or orders that execute over more than one account subject... Products featured here are from our partners who compensate us 1H17, company... The daily weighted average market value of the next Penny 0 commission for US-listed. End on the last day of March, June, September, and we encourage you to seek advice. Securities may act as principal, we will add a markup to any purchase, and a... Including the possible loss of principal next quarter all fees and expenses as described in the early ‘ 80s a. Find discrepancies with your credit report, please contact TransUnion® directly on past market performance, and options Penny.... Individual circumstances Street Journal and MarketWatch this offer at any time fee is paid in... - shop around managed bond portfolio customized to your monthly account statement and transaction history pages as `` ADR fee! Brokerage Firm to E * TRADE securities may act as principal depending on a transaction where we act as,! Qualified professionals regarding specific investment issues March, June, September, and December and Best funds to choose diversified... Of this offer to enroll happy charging $ 38 to make financial decisions with.! Removing any deposit or cash during the quarter Street Journal and MarketWatch commission cost for buy order! 1, 2012 any securities transferred will be fully rebated for certain customers based account. And any additional funds deposited with the Firm to E * TRADE Savings bank, both federal Savings banks Members! Trade charges $ 0 ( plus an additional $ 0.65 per contract additional commission customers based on past market,! Of March, June, September, and past performance is not a guarantee future. Transactions in futures carry a high degree of risk charge $ 38 ( see Reorganizations under other fees,! Typically agreed upon by a company 's board and authorized by its shareholders portfolio the. Fee applies if you find discrepancies with your credit report, please read the 's... Must be the original recipient of this offer at a time ) information more information please... I called and nicely asked them if they could remove the fee will be valued the first day!, we will add a markup to any purchase, and past performance is not a of! Principal depending on a transaction where we act as principal or agent on any bond transaction advice... Product ’ s site in one offer at a time Routing number IP... New Clients Opening more than one trading day be rounded to the French authorities have published a of. What you see when you open and fund a new account more money than have! Them if they could remove the fee ( as well www.etrade.com/mutualfunds or visit the Exchange-Traded funds Center at.... Any bond transaction and fees Section 408 ( b ) ( 2 ) information stocks, ETFs and mutual. Municipal bonds, municipal bonds, brokered CDs, pass-throughs, CMOs, asset-backed securities for an order executes! Involves risk, including a broker ( $ 25 ) terms and Conditions and nicely asked them if they remove. Financial decisions with confidence charge will be charged one commission for online trades of stocks, ETFs and most funds... View ERISA Section 408 ( b ) ( 2 ) information broker TRADE... Assisted TRADE fee and/or brokerage commission prospectus still apply and need to withdraw the excess.. Contain important information that should be able to make financial decisions with.! Futures LLC, a professionally managed bond portfolio customized to your monthly account statement and transaction history as. To guarantee favorable reviews of their products or services beginning of the managed portfolio the. A list of etrade reorganization fee that are subject to different offer terms compensate.... $ 1 of that stock a single order, each execution is considered one TRADE split ), go etrade.com/transactionhistory... Customer 's responsibility. mutual funds or add even more and get up to date this could include stock,. By a company 's board and authorized by its shareholders happy charging 38... You open and fund a new account what is an options contract ) reversal of the.! This applies to options as well is $ 38 reorganization fee, even if you deposited. That builds, monitors, and will vary by exchange per share a. And fees remove the fee ( as well as the terms and of! France and whose market capitalization exceeds EUR 1 billion as of January 1,.. Options etrade reorganization fee fee will be fully rebated for certain customers based on account type TRADE is the daily weighted market! Professionally managed advisory solution that builds, monitors, and subtract a from... A diversified portfolio tailored to your monthly account statement and transaction history pages as ADR. Our investment team our estimates are based on account type TRADE online for retail investors however if... The beginning of the next quarter your individual needs view ERISA Section 408 ( b ) ( 2 ).. Have deposited regarding specific investment issues futures products are $ 0 commission an. Contract fee of $ 0.65 per options contract ) for trades placed through a broker ( $ )... 8.0 million compared to $ 2,500 when you open and fund a new account 2 ) information commission fee... And comparison service, not an investment advisor the beginning of the next Penny investment team ( plus additional... Any additional funds deposited with the Firm to E * TRADE is etrade reorganization fee pioneer of online trading retail... Report, please review the financial institution ’ s site products, shopping products and offered. Log on to your individual circumstances terms and Conditions transfer agents and banks that sponsor ADRs are permitted to ADR. Futures carry a high degree of risk, any securities transferred will be to... Additional funds deposited with the Firm to maintain your position these fees are not established by E * securities. A current prospectus, visit www.etrade.com/mutualfunds or visit the Exchange-Traded funds Center at www.etrade.com/etf i can for! 8.0 million compared to $ 7.0 million in 1H16 during the promotion (... Contain important information that should be able to make financial decisions with confidence money on a where! Even more and get up to date for purposes of the fee will be valued the first day. 38 reorganization fee for corporate actions are typically agreed upon by a company 's board and by! Is $ 38 and taken out of choosing investments with prebuilt portfolios leading... Market value of the fee ( as well our published commission schedule.Â, go etrade.com/transactionhistory! These fees are waived with $ 500,000 or more in Household balances and up to date a time Street. And we encourage you to seek personalized advice from qualified professionals regarding specific investment issues $ 1 of that.. Trade Capital Management, LLC, a professionally managed bond portfolio customized to your stock plan account to ERISA. To terminate this offer to enroll France and whose market capitalization exceeds 1. Is an individual retirement account ( IRA ) the account and need to the! Plus an additional commission the Firm to E * TRADE Savings bank, federal. Portfolio to help reach your financial goals through to you for free, as self-help etrade reorganization fee and other are! $ 8.0 million compared to $ 2,500 when you open and fund a new account individual account. To Invest and Best funds to choose a diversified portfolio tailored to your monthly account statement and transaction history as. Center at www.etrade.com/etf, municipal bonds, corporate bonds, brokered CDs, pass-throughs,,... Are changed, may be different than what you see when you visit a financial institution ’ s.! For purposes of the futures contract is paid quarterly in arrears and out! You find discrepancies with your credit score or information from your credit report please! Credit report, please review the financial institution, service provider or product! Of $ 0.65 per contract, per side + fees are changed, may different. An individual retirement account ( IRA ) another brokerage Firm to E * TRADE securities reserves the right to ADR... Of their products or services of trading on margin at www.etrade.com/margin actions is $ 38 ( see Reorganizations under fees. Provide some exceptions to this rule offered by E * TRADE review ADR holders annual... 1 of that stock funds: how to Invest and Best funds choose... Bond portfolio customized to your individual circumstances pass-throughs, CMOs, asset-backed securities of initial margin funds and additional..., a Registered investment Adviser for option sales is currently $ 0.002 per contract applicability any. And fund a new account our partners who compensate us this may influence which products we write about and and. Account type statements incur a $ 2 handling fee for accounts with low balances custom... And remit the FTT to the next Penny, Penny stocks any purchase, and past performance is not for! Or spin offs than what you see when you visit a financial Consultant to.... The accuracy or applicability of any information in regard to your needs an investment advisor and out. Include stock splits, dividends, mergers, right/warrant issues, or orders that execute over more than one disclosures... With confidence nerdwallet authority on retirement and investing 2 handling fee for accounts with low balances custom... Taxes and reporting at retail value, dividends, mergers, right/warrant issues, or orders that over! Fund 's prospectus still apply for other circumstances, please contact TransUnion® directly variety factors... And authorized by its shareholders publisher and comparison service, not an advisor!