THE BENEFITS OF YOUR CUSTODIAN

At E*TRADE Advisor Services, we understand the needs of investors, and offer technology and services designed to help you monitor your investment account(s).

 

ACCESS

Our account management platform, Liberty, marries power with convenience. Liberty delivers a robust variety of features without sacrificing ease of use. Your account portal enables you to:

  • Access your account information—including positions, transactions, gains and losses—in real time, all in a single, inviting, user-friendly interface.

  • Monitor your investment strategies, objectives, and custom wealth plan.

  • Get the information you need, even on the go—Liberty is optimized for mobile devices and available 24/7, so you can securely access your information from anywhere in the world.

 

TRANSPARENCY

With Liberty, you can see what you own and how your investments are performing. We built our technology to give you reliable access from any device, whenever you need it. Liberty allows you to:

 

  • Monitor performance, holdings, and transaction history with complete transparency and real-time online access.

  • Access quarterly statements.

  • View of all your essential account information at a glance, including what you own and how it’s allocated.

  • Download a wide variety of statements and reports, including a full year of account statements, up to four years of tax forms, long- and short-term gain information, historical snapshots of your account balance, and account data for import into third-party applications.

 

SAFETY & SOUNDNESS

We understand how important your investments are and work hard to be an organization worthy of your trust. The safekeeping of your assets is a top priority for us. The E*TRADE Cash Account Program provides FDIC insurance up to $500,000.

 

We have a strong culture of risk management and are committed to the ongoing safety of your account.

Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

E*TRADE, E*TRADE Advisor Services, and Liberty are registered trademarks or trademarks of E*TRADE Financial Corporation. All other trademarks mentioned herein are the property of their respective owners. Product and service offerings are subject to change without notice.

E*TRADE Savings Bank and its affiliates (“E*TRADE”) do not warrant these products, services and publications against different interpretations or subsequent changes of laws, regulations and rulings. E*TRADE does not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system
performance, and other factors.

© 2019 E*TRADE Savings Bank, doing business as “E*TRADE Advisor Services.” Member FDIC. All rights reserved.