How To Delete Or Extract Funds From A Loved One's eTrade Account
Delete or extract funds from your loved one’s eTrade account
Taking control of a loved one’s online accounts can be a major decision. But if you're ready to move forward then simply follow the guidelines below. It could be to shut down the account entirely, or you might want to memorialize it or extract content first.
If you're doing it for your own account then of course log in ahead of time. But if you're doing it for someone else - maybe they've passed away or become incapacitated - then you might need to tackle it without a login or password.
Remember: GoodTrust can help you take any of these actions and save you the time, stress and hassle. Check out our Digital Executor feature to learn more.
How to Delete An eTrade Account (WITHOUT PASSWORD):
Prepare important documents
Email or call customer support service at 800-387-2331
Follow instructions from CS Representative
Deceased full name and email
Copy of your own government ID to prove relationship with the deceased
Deceased social security number
Copy of death certificate
Proof of authority such as a Power of Attorney or Testament
How to Delete An eTrade Account (WITH PASSWORD):
If the account isn’t used after 18 months, it will be given an “inactive” status. After that, it will eventually be purged from the system. If you want to be more active, go to the E-Trade site and locate the "Account Closure Request" link. Follow a two-step process that includes making sure you want to delete your account. Resolve all pending transactions and verify closing the account.
Need help? GoodTrust is a trusted expert in managing digital legacy and our experienced team knows exactly how to help you quickly delete, memorialize, or extract content from sites like these.