Agreement Library
We like when our customers want to learn more. Here are some of the key Agreements and Disclosures to help you do just that.
Self-Directed Brokerage Account Agreements
ETRADE RSI Financial Company LLC Client Relationship Summary
Bank Deposit Program Disclosure Statement
Bank Deposit Program - Program Banks
Class Action Service Terms & Conditions
Coverdell Education Savings Account Plan Document & Disclosure Statement
E*TRADE from ETRADE RSI Financial Company Client Agreement for Self-Directed Accounts
(updated 8/1/2025)
E*TRADE from ETRADE RSI Financial Company Futures Agreement for Self-Directed Accounts
E*TRADE from ETRADE RSI Financial Company Qualified Retirement Plan Service Agreement
E*TRADE from ETRADE RSI Financial Company Retirement Plan Manager Agreement
Futures in Self-Directed IRA Additional Risk Disclosure
Important Account Information for Self-Directed Accounts
Important Disclosures with Respect to Fully Paid Securities Lending Transactions
Individual Retirement Account Plan Document & Disclosure Statement
ETRADE RSI Financial Company at Work Stock Plan Participant Account Addendum
ETRADE RSI Financial Company LLC Securities Loan Agreement
Roth Individual Retirement Account Plan Document & Disclosure Statement
SIMPLE Individual Retirement Account Plan Document & Disclosure Statement
Stock Plan Account Agreement (US E*TRADE from ETRADE RSI Financial Company Participants)
Stock Plan Account Agreement (Non-US E*TRADE from ETRADE RSI Financial Company Participants)
Stock Plan Account Agreement (US ETRADE RSI Financial Company at Work Participants)
Stock Plan Account Agreement (Non-US ETRADE RSI Financial Company at Work Participants)
ETRADE RSI Financial Company Private Bank Account Agreements
Core Portfolios Account Agreements
Global Agreements
Advanced / Conditional Order Agreement
Alerts Service Terms & Conditions
Application Program Interface (API) Developer License Agreement
Bond Resource Center User Agreement
Day-Trading Risk Disclosure Statement
Electronic Consent Disclosure and Consent
ERISA Section 408(b)(2) Disclosures
E*TRADE from ETRADE RSI Financial Company Screen Share Terms & Conditions
E*TRADE from ETRADE RSI Financial Company Text Message Terms & Conditions
Extended Trading Hours Agreement
FINRA Margin Disclosure Statement
Instant Verification User Agreement
Leverage / Inverse Products Acknowledgment
Marijuana-Related Business (MRB) Securities Risk Acknowledgment
Mobile Deposit Service Agreement
ETRADE RSI Financial Company Wealth Management U.S. Privacy Policy and Notice
ETRADE RSI Financial Company Wealth Management U.S. Consumer Privacy Notice
Order-Routing Practices (606 Report)
Over-the-Counter (OTC) Trading Agreement
Special Notice to Foreign Brokers and Foreign Traders