Set your goals icon
Step 1

Make your plans

Retirement is a big savings goal for most people, but don’t lose track of other life events you need to prepare for now. Our tools can help you set goals and start moving in the right direction.

Retirement goals

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Set a goal

The sooner you start to save, the sooner your money has potential to grow.

See how to get started

Build a plan

To reach your destination, it helps to start with solid roadmap.

Chart your course

Other ways to plan

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Make it yours

See how E*TRADE can help turn possibilities into concrete plans.

Find solutions

Talk to us

Speak with our Financial Consultants for investment ideas and guidance.2

Contact us

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Step 2

Build your portfolio

Now it’s time to put your plan in motion. Choose your portfolio using our tools and support, or let E*TRADE Capital Management recommend and manage it for you.

Build it yourself...

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Investing ideas

See how we can help you choose investments and plan your next move.

View Investing ideas

See portfolio basics

Screeners

In just a few clicks, you can find ETFs3 or mutual funds that help meet your needs.

Launch ETF screener

Launch Mutual Fund screener

... or get a managed solution

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Adaptive Portfolio4

Get an online, professionally managed account that's monitored daily and rebalanced to help keep you on track. Get started with a $5,000 initial investment.

Learn more about Adaptive Portfolio

Managed Investment Portfolio5

Work with Financial Consultants to select a diversified portfolio of ETFs and/or mutual funds that's based on your needs. Get the benefits of professional money management with a low advisory fee with a $25,000 initial investment.

Learn more about Managed Investment Portfolio

Unified Managed Account6

A custom portfolio built for you that may include stocks, mutual funds, and/or ETFs. A dedicated Financial Consultant will build a portfolio around your unique financial needs and provide ongoing support throughout your relationship. Get started with a $150,000 initial investment.

Learn more about Unified Managed Account

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Step 3

Keep it going

Congratulations, your plan is in place. Now you’ll need to make sure it stays on track. Once again, we’re here to help. 

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Monitor your portfolio

Our tools let you see how your investments are doing, and how they’ve tracked over time.

  • See your account at a glance with our E*TRADE dashboard
  • Get detailed info and make adjustments with our Portfolio Analyzer7 and Risk Analyzer8 tools
  • View individual investments, watch lists, and more

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Keep learning

Articles, videos, online classes, analyst reports, and more, to help you identify potential opportunities.9

  • Get market analysis from leading firms
  • View ratings, upgrades, downgrades, and other key research findings
  • Explore new strategies and ideas

Visit the Knowledge section

Real help from real humans

Contact us

Financial Consultants

Get one-on-one guidance from our professionals—by phone, by email, or in person at one of our branches. Call to us now: 1-800-387-2331.

Platinum user support

For our most active traders, E*TRADE offers platinum user support,10 including a dedicated Financial Consultant to provide guidance.

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