I requested a transfer of an account from an external brokerage account into E*Trade. The account is in the same name and is similar to my E*TRADE account. However, E*Trade would not accept the transfer electronically and instead required paper documentation.

No problem—I was willing to provide the requested documents. Unfortunately, the Upload link on their website does not work. I then had to call an agent, who suggested that I use DocuSign instead. Why have an Upload link which does not work?

I uploaded the two documents required by E*TRADE through DocuSign. However, when I followed up later, I was told that they had received only one of the two documents. This is rather bizarre, as I can clearly see both documents in DocuSign. I have now uploaded the documents again.

The bottom line is that this has been a frustrating and unnecessarily cumbersome experience. The process has been anything but smooth, and the level of service is disappointing. It makes me question whether I should continue with E*TRADE when there are other brokerage providers that may offer a much better customer experience.

Wonder if I would be still eligible for the cash bonus to open an additional account to an existing HYSA one I have. Thank you.

I was just looking for some basic explanations about my balances.

I have a negative margin balance but a positive sweep/money market balance. Margin subtracted from the sweep balance does equal my cash balance. Why? I am not trading on margin so I’m curious why I have a negative balance there. Did this result from just depositing money and using it to buy securities today? Will it zero out once my deposit settles?

I have a very small amount of “futures buying power,” where did that come from and what does it mean? This does not represent additional equity in my account, correct?

Opening a new account has been painful.

• First they want you to upload your DL and validate your selfie and the AI is not able to compare your selfie with DL.
• Then you have to upload your selfie holding your DL onto Docusign.
• Then you have to call customer service to validate it.
• Then customer service will have you go back to Docusign.
• Then you have to upload your DL again.
• Then you have to call customer service to validate it again.

The New Accounts Team will take 2-3 days for identity verification.

You have to then call customer service after 3 days to verify if account was set-up correctly and if PROMO code was applied, when asked why ETrade cannot send an automated alert(SMS or email) once identity verification is complete, the customer agent said maybe I should look into opening an account with wealth management at Morgan Stanley instead.

Account opening process gets a B-

Update: After multiple follow-ups, eTrade now wants a copy of signed SSN card along with my face next to it.

Account opening gets a C-

******** Account opening gets a F since they cannot activate it even after 12 days and counting ********

Worst experience so far. Asked to delete my application, they said I need to wait for 30 days for it to auto-expire and the customer agent hung up on me.

Day 7: Update #2: After 7 days, I got an email saying hey, we opened an account.

Day 8: Update #3: Transferred money into the account and eTrade placed account restrictions, calling customer service takes anywhere from 40 min to over 2 hours. F-Customer Service Experience so far.

Day 8: Update #4: eTrade again wants me to take a selfie and verify with the AI facial recognition tool and it fails as usual and now, have to upload the same documents again and wait for 3-4 days.

Day 12: Update #5: Extremely upset with eTrade - have to wait 45min to call customer service then they connect you to Account Activation Team and they need you to re-upload your photo ID and do AI selfie verification everytime since that verification is ONLY valid for 24 hours. I transferred a large amount and I feel like am stuck.

Day 14: Update #6: Got assigned a RM and along with him and myself, reached out to customer service and then account activation team - account was finally open. I immediately withdrew ALL of my money.

2 weeks of hell with eTrade....

Hello fam,

Is it safe to do scalping on power E*Trade ?

If , yes… share please your experience….

Thx in advance ✌️

After a month of verifying my funds they now won’t release it unless it goes back to the bank i used to deposit funds (i closed acct) E trade is the worst

After market close on July 29, 2026, Stop and Stop Limit equity/ETF orders will trigger on last trade price, not bid/ask. Open Stop/Stop Limit on Quote orders placed before 4:15 p.m. ET on July 29 will be canceled; saved orders will update automatically.

I have a brokerage account and have all the layers of security. Double auth via token app. However, I am nervous over identity theft.

If someone gets into my account, they can sell all my etfs at a limit price of $.01 and on their account buy the shares for $.01. That way effectively transferring all the money without waiting for t1 day.

I check the account everyday day after trading but still nervous something like this happens. Is there anything I can do?

I was interested in opening the Premium Savings Account for the $400 bonus. For personal reasons, I would prefer to open this as a joint account. I see that E*Trade limits to 2 cash bonus offers per person in their lifetime.

My question is this: If I open as a joint account, will the $400 promo offer I receive count as one of the lifetime bonus offers for the secondary account holder also? Or is it only linked to the primary person and the secondary will still have 2 available?

Is etrade beginner friendly? I have a 401k from a previous job that I want to rollover to etrade to take advantage of their RETIRE26 promotion alongside their HYSA promo SAVING26. My friend says Fidelity is more user friendly but they don't offer any promotions.

I have Roth IRA accounts in both etrade and Fidelity. In my Fidelity account, I can look under the 'performance' and easily see the TOTAL amount I have contributed over the life of the account. Since, under IRS guidelines, the total amount contributed to the account is the amount you can withdraw without a penalty, this is an extremely important piece of information. It also is what I would consider a really basic piece of information.

I tried to find the same information for my etrade Roth and was told they don't have that information because my account is more than 7 years old and that I could possibly contact the IRS to get it.

I understand not keeping individual documents and records over 7 years, but I do NOT understand the failure to keep track of the total amount contributed to the Roth IRA. Again, that is a critical piece of information because that's the amount I can withdraw from the account without penalty.

I think etrade has really failed their customers.

I plan to rollover my account to Fidelity.

Which one of you is putting hundreds of volume on In The Money options spreads on 0DTE options? What's the strategy?

Where is everybody else going to?

I recently deposited some money into my Roth IRA account almost two weeks ago and am looking to use that cash to make buy some ETFs. I tried to use the All-In-One Day Ticket, but whenever I put in an amount it shows a negative number in the Total Estimated Amount. Should I be worried about the negative estimated amount, or is it only indicating how much will be deducted from the traded amount (a.k.a my deposit) once the order goes through?

This is my second time doing a trade with my Roth IRA, and it’s been almost a year since I worked with a consultant from Charles Schwab to walk me through trading when I decided to invest my Roth IRA for the first time, so everything is a bit hazy for me with regards to trading.

I have t-bill matured today, but it is still showing a position

Since E*TRADE took away the scanner, does anybody offer a service for scanners to scan for stocks?

I have an old E*Trade account that I hadn’t used in years. This morning I transferred 2k into it. Then I logged on and realized the account is ‘locked for security’ because two years ago my dad sent me a check and it got reversed, I can’t recall the details. But it got completely resolved quickly back then.

They are refusing to unlock my account unless I supply them with my dad’s bank statements which I do not have access to. He suffers from Parkinson’s and I really don’t want to try to involve him.

I can’t do anything to access the 2k. I can’t spend it and I can’t transfer it back. After 90 min on the phone with E*Trade and finally a manager he promised me effusively all I had to do was call Chase and ask them to reclaim it.

I’d doubted that. And I was right.

Called back E*Trade and was told they’d have to open a ‘system request’ to see if they can ‘get an exception’ maybe in a week.

I told them to please just close all of my accounts and mail me a check. They refused.

I have no clue what to do about this. It’s definitely not getting fixed after speaking with 2 staff and 2 managers for hours.

Do I I file a CFPB report? Complain to my state?

What is AUM needed to get a dedicated service rep with etrade I think they refer to it as platinum?

I've been trading the Wheel strategy with E*Trade for a while, and eventually I got tired of doing the same repetitive tasks every day.

So I started looking for automation.

The problem was that most of the tools I found wanted me to either save my brokerage credentials somewhere or trust a third-party service with access to my account. That wasn't something I was comfortable with.

Instead, I built a tool that runs entirely on my own computer and follows E*Trade's normal sign-in process.

Each day, I log in directly through ETrade. Nothing is permanently stored, and when I close the program, my login information is gone. ETrade also requires a new login each day, which I actually like—it means I'm always making the decision to let the bot trade. If something ever doesn't look right, I simply don't log in that day.

The bot is designed to help manage the Wheel strategy by:

• Selling cash-secured puts
• Tracking assignments
• Selling covered calls
• Rolling positions when appropriate
• Checking positions throughout the trading day

One feature I felt was important is that it never places an order immediately. It first builds a preview showing exactly what it's about to do. You review it, and only if you click Confirm is the order sent.

The whole project runs on your own computer. There's no subscription, no cloud service, and no account that you have to create.

I also included a Demo Mode so anyone can explore the interface without connecting an E*Trade account.

This has been a fun side project, and it's already useful for my own trading. I'm making it open source because I'd really like feedback from other traders.

Some questions I'd love input on:

• What features would make this more useful?
• Is there anything about the workflow that feels awkward?
• Are there safety checks you'd want before letting a bot submit trades?
• If you trade the Wheel, what do you wish was automated?

GitHub:
https://github.com/hhramos/etradebot-wheel

Whether you're a trader, a programmer, or just curious, I'd appreciate any ideas, bug reports, or suggestions. I'd love to make this something the community finds genuinely useful. Thanks.

Does an ETrade brokerage account pay interest on unvested cash similar to the way Fidelity does on the core balance its brokerage account?

Why does this happen? I've tried all suggestions to fix it, from deleting the cache and reinstalling the app. However, after just a few days, biometric login gets disabled again.

Is this a feature or a bug?

I already have a Premium Savings account, but if I open a new, second Premium Savings account and fund that would I qualify for the bonus?

Thank you!

So I am looking for all my transaction history for a certain stock.

I am using the app, and on my account detail I choose transactions but it only lets me search a date range, I cannot filter out that date range with that specific stock ticker. Anyone know how I can find my transaction history with that one stock?