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Etrade account details

Etrade account details

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E*TRADE Financial Corporation and its affiliates do not provide tax advice, and you always should consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.

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Prior to investing in a managed portfolio, E*TRADE Capital Management will obtain important information about your financial situation and risk tolerances and provide you with a detailed investment proposal, investment advisory agreement, and wrap fee programs brochure. These documents contain important information that should be read carefully before enrolling in a managed account program. Please read the E*TRADE Wrap Fee Programs Brochure for more information on the advisory fee, rebalancing methodologies, portfolio management, affiliations, and services offered.

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you can see the details tapping on the USD balance on the app. It is essential you then add your unique reference number when making the transfer.

How to setup a wire transfer from Etrade - Feedback

if they ask for a sort code they want to do a GBP local transfer, meaning they will convert the EUR at their arbitrary rate.
the country of the SEPA IBAN is not relevant and it’s illegal to discriminate. use the “local” iban on your EUR account transfer EUR, even if the IBAN is from GB. no sort-code or BIC involved.
these days you don’t use reference number either as your SEPA IBAN has your name on it, not revolut’s.

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when the BIC is REVOGB76, write your name as beneficiary/account holder.
when the BIC is LOYDGB, revolut ltd is the beneficiary/account holder and you must also specify your unique reference number.

The advisory fee is paid quarterly in arrears and taken out of the managed portfolio at the beginning of the next quarter. No further action is required on your part.

I want to transfer funds from my etrade account to revolut. The fields on the online form for setting up a wire transfer don’t match the ones on my Revolut USD account screen. There doesn’t appear to be anywhere to enter my Revolut reference number to ensure the funds go into my account.
6DE9798A-8776-9678-B6F7- 6675×7556 855 KB Can anyone advise on what I should put on the form?

Hi, I’m also looking to transfer from E-Trade (US$) to Revolut US$ account but cannot find any sort code details (I have SWIFT and IBAN), that e-Trade say are necessary for transfer to the UK. All help appreciated. Thanks

Did anyone have luck setting up Revolut account details for international wire transfer from E Trade? I am using my BIC REVOGB76 and my IBAN (which is Lithuanian - LT78…), but for some reason E Trade rejects the IBAN saying that it is invalid.

As the market value of the managed portfolio reaches a higher breakpoint, as shown in the tables above, the assets within the breakpoint category are charged a lower fee (a blend of the different tiered fee rates listed).

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