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
Morgan Stanley Smith Barney 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 Morgan Stanley Client Agreement for Self-Directed Accounts
E*TRADE from Morgan Stanley Futures Agreement for Self-Directed Accounts
E*TRADE from Morgan Stanley Qualified Retirement Plan Service Agreement
E*TRADE from Morgan Stanley 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
Morgan Stanley at Work Stock Plan Participant Account Addendum
Morgan Stanley Smith Barney 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 Morgan Stanley Participants)
Stock Plan Account Agreement (Non-US E*TRADE from Morgan Stanley Participants)
Stock Plan Account Agreement (US Morgan Stanley at Work Participants)
Stock Plan Account Agreement (Non-US Morgan Stanley at Work Participants)
Morgan Stanley 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 Morgan Stanley Screen Share Terms & Conditions
E*TRADE from Morgan Stanley 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 Ackowledgment
Mobile Deposit Service Agreement
Morgan Stanley Wealth Management U.S. Privacy Policy and Notice
Morgan Stanley 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