WHO IS E*TRADE ADVISOR SERVICES?

E*TRADE Advisor Services is a qualified custodian that has been protecting the assets of investors since 1972. Our technology provides the access, transparency, and security you need to monitor your investments and feel confident in their safekeeping.

 

E*TRADE Advisor Services provides a technology, custody, and service platform called Liberty. Our platform has an inviting, user-friendly interface that makes it easy for you to access your account information, including positions, performance, and pending account activity. This online portal is optimized for smartphones and other mobile devices, so you can access your account information securely from anywhere in the world.

 

Through your financial advisor, we send you quarterly statements in addition to providing real-time access to your online account. These statements provide transparency to your account and performance.

Cus·to·di·an (noun): a specialized financial institution that holds investors’ securities and other assets to help safeguard against the risk of the investor losing their securities and other assets or having them stolen.

Custodians also offer other services including:​

  • Executing purchases
    and sales

  • Reporting the status
    of assets

  • Account administration

  • Collection of dividends
    and interest

  • Tax reporting

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.