Update: There’s another link with lower tiers and with better bonuses at the lower tiers. This offer is valid through 7/31. (This other offer uses promo code RETIRE25.)
The Offer
- e*Trade is offering an IRA bonus (or rollover of 401k to IRA) of up to $40,000 for clients who open one new eligible E*TRADE from Morgan Stanley retirement account.
- $25,000 gets $250
$100,000 gets $625
$200,000 gets $1,000
$500,000 gets $2,000
$1,000,000 gets $5,000
$2,000,000 gets $8,000
$5,000,000 gets $15,000
$10,000,000 gets $20,000
$15,000,000 gets $30,000
$20,000,000 gets $40,000
- $25,000 gets $250
The Fine Print
- Must enroll in this offer by 3/31/2025 and fund within 60 days.
- Funds must be maintained for 12 months.
Our Verdict
This offer is for an IRA transfers, and the tiers are mostly better than on the e*Trade brokerage transfer offer. Overall this is a solid offer and well worth considering for someone with a large IRA account balance. This should work for either a traditional IRA or Roth IRA (but seemingly not for a combination of the two).
We’ll add this to our List of Best Brokerage Bonuses.
Hat tip to avsterbone
