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Click ‘Get Form’ to open the etrade power of attorney document in the editor.
Begin by filling in the 'Account Holder' section. Here, appoint your agent by entering their name and ensuring they have the authority to manage your E*TRADE Securities brokerage account(s).
Next, specify the powers granted to your agent. Check the appropriate boxes for trading authority, withdrawal permissions, and whether you want them to receive duplicate copies of trade confirmations and account statements.
All account holders must sign and date the document. Ensure that signatures are notarized as required.
In Section 3, your agent must complete their information, including their taxpayer identification number and mailing address. They should also sign this section.
Finally, review the 'Notice to Account Holder Executing Durable Power of Attorney' carefully before finalizing your document.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

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What to do when an e-trade account holder dies?

The beneficiaries (and not the Executor) need to contact E*TRADE. You will need to provide a death certificate and set-up receiving accounts at E*TRADE. If this is a Taxable account, be sure E*TRADE steps-up the cost basis of the holdings transferred in-kind to you.

Is a full trading authority the same as a power of attorney?

Limited trading authorization gives a third-party agent the ability to act on profitable trading opportunities on behalf of the primary account holder. Full trading authorization: Full trading authorization is the broadest authorization available to an agent. It can sometimes also be referred to as power of attorney.

Can I put a beneficiary on my e-trade account?

The beneficiary designation process is for US participants only and can be completed on etrade.com. The beneficiary designation process is associated with the Transfer on Death designation that allows for US participants to transfer assets to their beneficiaries upon the account holders death.

How much does Power Etrade cost?

Standard commissions for stock and options trades are $0 (plus an additional $0.65 per options contract). For options orders, an options regulatory fee will apply.

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