Etrade.com login - www.etrade.com login - etrade account login

 

The E*TRADE Financial family of companies provides financial services that include trading, investing, managing employee stock plans and related banking products and services to retail investors. To start investing money online, you need etrade.com login account first. By using Etrade account you can buy and sell mutual funds, options and other securities, create retirement account to manage and grow your retirement savings.

How to Create an Etrade Brokerage Account?

To create Etrade account, provide complete information about yourself via etrade.com login and select the type of account you want to create. 

What you'll need to get started

To set up your E*TRADE account, you'll need:

• Your residential address 
• Your date of birth
• Your Social Security number or Employment Identification Number
• The contact information of your current employer (if applicable)
• The information on the bank account you'll use to fund your E*TRADE account (you can always set this up later)

Step 1: Start the application

To start the application process, go to etrade.com login page and select an individual account. You'll also need to specify whether or not you're a new E*TRADE customer. If you're not a current customer, you'll enter your first and last name and email address at the bottom of the page. If you're already a customer, just enter your user ID and password for the site. 

Once you've filled out these questions, click "continue" and head on to the next page.

Step 2: Enter your personal information

This page has two main sections that you'll need to fill out. The first section asks for the address of the primary account holder on the account, your phone number, your Social Security number, and the country you reside in.

The company also asks for your marital status and the number of dependents you have. E*TRADE says it needs all of this information in order to verify the identity of people opening the account.

You'll also have to answer whether or not you've been notified by the IRS that you're subject to backup withholding and fill out your current employer information (if you're currently working).

E*TRADE will also ask if you're employed by a registered broker-dealer, a securities exchange, or the Financial Industry Regulatory Authority (FINRA). It will also ask if you're a director or policymaker of a publicly owned company, or a 10% shareholder of a publicly owned company. All brokerages are required to ask these questions, and you'll likely keep these boxes unchecked.

The last section on this page includes a few questions about your investment profile. The questions include your annual income, your liquid net worth, your total net worth, and how you'll be funding the account (e.g., personal funds, pension, gift, etc.).

You'll also be asked how you plan to use the E*TRADE brokerage account (long-term investing, savings for retirement, etc.), what your objectives are for the account, how often you'll trade, and your experience level. 

There's a a drop-down list of answers for all of the investment profile questions, so don't be overwhelmed if you haven't thought out all of this beforehand.

You can also set up an additional person to have Power of Attorney over your brokerage account (so they can make trades, too) by downloading the form at the bottom of the etrade.com login page and sending it back to E*TRADE. If this isn't applicable, just skip this question.

Once you've finished this section, click continue to move on to the next step. 

Step 3: Set up the account

You'll select how you want to manage your uninvested cash on this page. Any time you have money in your E*TRADE account that hasn't been invested yet, or when you've sold shares and haven't reinvested the proceeds, the money goes into a money market fund, which is often called a sweep account. 

You'll be given four options on this page as to what to do with your uninvested cash. The default is E*TRADE's Financial Extended Insurance Sweep Deposit Account. Hover over the question marks listed next to each option to see a description of each. There's also a link under this section that allows you to compare the choices in greater detail.

Keep in mind that any decisions you make here can be changed later, after the account is set up. So don't panic if you're unsure which cash management account is the best option for you. 

You'll also be given the option to access money in your E*TRADE account with a debit card and/or an E*TRADE checkbook. You'll need at least $1,000 in the account to do do either of these. For this how-to, we're leaving both of these options unchecked.

On this page you'll also be given the choice to etrade.com login for margin and options trading. These two investing techniques are risky, and new investors typically shouldn't use them. If you're reading this how-to, you probably don't want these two services right now. But you can find out more about margin trading and options here and here if you're interested.

Lastly, you can opt to have all of your E*TRADE documents (statements, trade conformations, tax documents, etc.) sent to you via mail at the bottom of this page. The default is to get these online, which is the cheaper option (E*TRADE charges a handling fee for each paper statement sent to you via mail, unless there's an exemption). 

You're almost finished! Just head on to the next section to review your application.

Step 4:  Confirm and submit

On this page you'll simply review all of your information to make sure it's correct. At the bottom of the page you'll also create a username and password to access the account at etrade.com login. Once you do that, click "submit," and you'll be taken to a page with your account number. Keep this handy for your own reference.

From here, you'll see links for depositing funds into the account from the E*TRADE Customer Welcome Center. Remember, you have to do this within 60 days to keep the account active. There's also a form on this page that will allow you deposit funds from your bank account. But you can go to the Welcome Center and take a look around first before you do all of this.

And that's it! Your E*TRADE online brokerage account is all set up.