As part of the acquisition of E*TRADE by Morgan Stanley, existing E*TRADE accounts were assigned a new account number by E*TRADE. This change occurred for the user in phases that started on March 10, 2023.
If you had an E*TRADE account prior to March 10, 2023, you will need to take several steps to ensure that your account continues updating in your Empower Personal Dashboard once you receive your new account number:
- In your Empower Personal Dashboard, click the Add Account button (+)
- Search for 'E*TRADE'
- If your account is an E*Trade Employee Stock Plan account, select "E*TRADE - Employee Stock Plans"
- Otherwise, select "E*TRADE from Morgan Stanley"
- Enter your login credentials as normal. This will import your account under the new account number
- Once the new account is linked, mark the old account as closed. Use the date that the "new" account is linked as the close date to maintain your historical data and ensure that there is no gap in the balance for this account.
For more information about these changes, please see the FAQ page on the E*TRADE Site: https://us.etrade.com/l/broadridge-conversion/faqs