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Morgan Stanley EXTRADE 5 Combination Accelerates Growth Initiatives Morgan Stanley Characteristics E*TRADE Characteristics Established Deep Relationships Very Wealthy Next Generation High Rate of Client Acquisition 850K+ New Accounts Over 5 Years (1) Pipeline of Emerging Wealth Services Offered Financial Advisory Services, Tailored Lending, Trust and Estate Planning Self-Directed, Active Trader Platforms, Virtual Advisor Depth of Relationships (2) ~50% of Wallet Captured ~10% of Wallet Captured The End Notes are an integral part of this Presentation. See slides 19-22 at the back of this presentation for information related to the financial metrics and defined terms in this presentation 11

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