Path to Wealth
- My Virtual Advisor
- Retirement Calculator
- Get more help
My Virtual Advisor2
This state-of-the-art tool will recommend an asset allocation and help you determine the right investment solution.
Retirement Planning Calculator3
Tell us a bit about where you are in life and what kind of retirement you’d like. We’ll help with a plan to get there.
Get more help
Contact our Financial Consultants for guidance and investment recommendations.4
... or get a managed solution
Get an online7 managed portfolio built around your goals, risk tolerance, and time horizon that rebalances as necessary to help keep you on track. Get started with a $10,000 initial investment.8
Managed Investment Portfolios9
Let E*TRADE Capital Management create and manage a portfolio built around your goals, risk tolerance, and time horizon. Get started with a $25,000 initial investment.
Unified Managed Account10
Work one-on-one with a Financial Consultant, plus get access to third party money managers. Get started with a $150,000 initial investment.
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 Analyzer11 and Risk Analyzer12 tools
- View individual investments, watch lists, and more
Articles, videos, online classes, analyst reports, to help you identify potential opportunities.13
- Get market analysis from leading firms
- View ratings, upgrades, downgrades, and other key research findings
- Explore new strategies and ideas
Get one-on-one guidance from our professionals—by phone, by email, or in person at one of our branches. Call to us now: 1-866-484-3658.
Platinum user support
For our most active traders, E*TRADE offers platinum user support,14 including a dedicated Financial Consultant to provide guidance.