![]() Throughout 2023, ETS and ETCM will be transitioning existing clients to MSSB. All entities are separate but affiliated subsidiaries of Morgan Stanley. ![]() Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC. Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA. Investment advisory services offered by E*TRADE Capital Management, LLC (ETCM) or MSSB. Securities products offered by E*TRADE Securities LLC (ETS), Member SIPCor Morgan Stanley Smith Barney LLC (MSSB), Member SIPC. For more information about unclaimed property, visit or the website for your state’s treasury. If you have concerns about the status of your account, or if you have questions about an escheatment notice you received from us, don’t hesitate to call us at 80. ![]() Assets in bank accounts with a foreign address will be delivered to the New York, the state in which Morgan Stanley Private Bank is headquartered. If your last known address is foreign, assets in brokerage accounts will be delivered to the state of Delaware, the state in which E*TRADE Securities LLC is incorporated. You can do so on the My Profile page after logging onto your account at. Also, be sure to keep your contact information up to date in the event that we need to contact you. If you are calling from outside the US or Canada, you can reach us at +1-67. To keep your account active, simply periodically log on to your account at or call Customer Service at 80. Other states’ “dormancy periods” are triggered by the receipt of returned mail. If you had property that has been escheated, you can reclaim your property by applying to your state.Įach state has different unclaimed property laws, but many consider an account abandoned after three to five years of inactivity. Once the funds are turned over to the state, the state holds the funds until the owner can be found. To comply with state law, E*TRADE and Morgan Stanley Private Bank are required to monitor and “escheat” abandoned assets in bank or brokerage accounts to corresponding states if the account has been dormant for the requisite period as required by the state and the customer cannot be contacted to re-activate the account. Details are available on request.Įscheatment is the process through which unclaimed property is sent to the state of a customer’s last known residence. This coverage does not protect against loss of the market value of securities. SIPC generally protects customers against the physical loss of securities if the broker-dealer holding the securities for the customer fails.Į*TRADE Securities LLC has purchased from London insurers additional protection with an aggregate limit of $600 million to pay amounts in addition to those returned in a SIPC liquidation, provided that (1) the combined return from the trustee distributions, SIPC, and London to any customer does not exceed $150 million, and (2) as a sub-limit, return of cash to any customer by London does not exceed $900,000. It does not protect investors against a decline in the market value of securities. SIPC's explanatory brochure is available upon request or at SIPC coverage is not the same as the insurance on bank accounts provided by the Federal Deposit Insurance Corporation (FDIC). In addition, E*TRADE Securities LLC is a Member of SIPC, which protects securities of its members up to $500,000 (including $250,000 for claims for cash). These securities are required to be kept segregated from E*TRADE Securities' own assets, and cannot be used by E*TRADE Securities to satisfy its own obligations. ![]() All fully paid customer securities, including stocks and bonds, are 100% owned by the customer.
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