r/etrade

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?

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

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?

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

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?

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!

I’m currently trying to open an E*Trade account to park a chunk of cash, grab the $5k signup bonus, and establish the Morgan Stanley relationship for the MS Amex Platinum. I knew "self-directed" meant I'd be on my own for investing, but I didn't realize it meant zero basic administrative customer service.

The timeline of this joke of an onboarding process:
- July 3: Submitted my application.
- July 10: After a week of radio silence, I called in. Turns out my application was frozen because they needed a "selfie holding my driver's license." Uploaded it immediately.
- July 17: Another week goes by. Still no updates, so I call again. This time, they tell me the original driver’s license scan from July 3 was "poor quality" and needed to be resubmitted. (Funny, because this exact high-res scan was accepted by two other banks last month for address updates).

The complete lack of proactivity is what kills me. If a document fails back-end review, they just let the application sit in limbo forever until the customer manually calls to investigate.

I finally got fed up and asked for a supervisor, hoping someone could just look at the newly uploaded docs and confirm they were clear so it wouldn't get stuck for a third week.

Instead, I got connected with a supervisor named Klaudia S who started the call with a combative tone. Zero empathy, zero customer service, and completely unwilling to take charge of the situation or personally look into the case, and placing responsibility back on the client citing that this is a “self directed” account so I’m on my own.

Does E*trade take customer complaints seriously? Should I fund my account to a “higher tier” before submitting complaints so they will take this more seriously?

Getting conflicting information as to whether the 6 hard limit is still enforced or not

I'm a confused about how my total assets are being calculated.

On the Portfolio Positions page, it seems like:

Net Account Value = sum of Price Paid + Total Gain + Cash

That appears to make sense.

However, when I go to the Gains & Losses, I see another Total Gain listed next to Deferred Loss. I tried calculating my account value by taking the original amount of money I deposited into E*TRADE months ago and adding that Total Gain (next to Deferred Loss), but the result doesn't match my Net Account Value.

How can I determine my actual overall gain or loss since I started investing?

On etrade pro it was easy to find but on power etrade pro i cant find it....

I believe that specially in the financial field what do u think about other areas of kg life?

Does it even have one?Etrade pro was so great what happend ?

is there any Drip option to do a percentage of holdings?

what if only have one security and want to drip half ?

or better yet, what if I have 10 ETF monthly distribution and want to DRIP back 5% for inflation hedge and take 95% cash

include commissions cost in performance window for options trades! why is e*trade PURPOSELY DISTORTING GAINS/LOSSES HERE?

One more... can I set up a portfolio of 10 stocks each with their own weight. then systematic invest $x,xxx.00 amount and it spread across the 10 at the predefined weights?