E*TRADE: Invest. Trade. Save.

I enjoy using the app as it quickly allows me to make trade’s and investigates a decent amount of info The only severe bugs left for Me is how it doesn’t keep a history on preferred stocks and bonds are almost useless, but I don’t often need to look at the bins This portion of the review was written a few years ago. The next revision of the upgrade is much better. It keeps my watch lists in my original order allowing me to airy and see what is moving. The portfolio loads the whole portfolio instead of just 15-20 positions, saving me 30 seconds. I would like to see 3 more improvements. When I go into portfolio it defaults to standard view. I like options view.. It used to remember that and not make me change it every time. When I go into orders, it defaults to every order I ever placed.. I usually only want to see open orders. It used to remember that and not make me change it every time. A lot of time when I place an order it randomly chooses to put me back in the highest level instead of staying inside the watch list or portfolio. Or it takes me to the newest order, not the 3rd or 4th page that I was reviewing, so I need time scroll down 3 pages.. It used to remember that and not make me change it every time. Also, when I modify alerts, it takes me back into a higher level menu instead of leaving me in alerts afterwards... Still I am so much happier and changed my rating from a 1 to a 4 star app... Previous rating no longer applicable.... I used to be able to navigate rapidly between orders portfolios and watch list Now it is awkward and clumsy You copied the worst features of TD site and made the app much slower Give me the old app please Awful for me

E*Trade is a great brokerage so far. I have been using it for about a month now and so far no problems, except for one… Randomly got a notice on my account saying they need to speak with me in order to restore my trading privileges due to ‘suspicious activity’. I’m not sure what qualifies for suspicious activity, me just logging in to check my stocks? But whatever. I do what I need to do and call them. It’s been 2 weeks now and I cannot get ahold of them to have my privileges back. I either am working or busy with life things, and the call time is just too long to be made. I call and 2 hours later I’m still on the phone waiting, and then have work, so I have no choice but to hang up to go into work. All those 2 hours wasted. Please, PLEASE get more call center agents or something because the wait time is ridiculous. Also, there needs to be so many UI updates. How is there not a chart of your stocks that you own showing the $ and % of gain and lose? You can’t go see by the month or day how your stocks have fluctuated? Very weird to me I feel like having a graph is the most important thing in a brokerage when dealing with stocks. Whatever though. I have to say unfortunately this is making me want to just choose Fidelity because they seem to have a more user friendly app design and better call times..

I don’t know what’s going on here between E*Trade and Morgan Stanley but I got the blame game excuse so I guess they are still working out the kinks in IT. Or it could be Good Cop/Bad Cop. Basically, Morgan Stanley raised their margin requirements and then sold my stocks almost immediately after I called them and told them I was transferring the money in before 3 pm. However, they sold my cheapest shares on FIFO when I use LIFO on my taxes. I checked my account settings prior to messaging the support desk (my settings were still LIFO) and then asked them why they sold my oldest shares first. They changed my method to FIFO and said I was on FIFO. I changed it back and picked up the phone immediately, because now they are either lazy or doing something shady. After talking to customer service and getting nowhere, I had to get snippy and ask why they are committing tax fraud on my behalf when I’ve always used LIFO. I was sent to Mr. John Hill, who handled the Tax Lots from E*Trade in Utah. He was a good guy. He was able to see all the changes they made to my Tax Method and say the trades didn’t go through correct and then had to submit forms to get my tax lots back where it belongs. All in all, great customer service from Mr. Hill from E*Trade. I guess Morgan Stanley is really tight on cash. That Fed Borrow rate is super high. 🙄