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Step 1

Set your goals

Retirement is the big savings goal for most people, but don’t lose sight of the other life events (expected or unexpected) you need to prepare for.

Retirement goals

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Just get started

Don’t wait. The sooner you save, the sooner your money may have the potential to grow.

See how to get started

Make it yours

Not every retirement is the same. Be sure to set your own goals and make your own plan.

Learn how to make it yours

Other goals

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What’s ahead?

It may be a new baby. Or a new motorcycle. Either way, it’s time to start planning.

See how to plan for what's ahead

Expect the unexpected

We’ll all have a few unpredictable moments in our lives. An emergency fund can help soften the blow

Learn to expect the unexpected

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Step 2

Make your plans

Once you’ve set your goals, you’ll have a better idea of your time horizon. Now, you’ll have to figure out how to save in the time you have. Our tools can help.

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  • 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

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Step 3

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

Browse through our lists of investing ideas to help plan your next move.

View investing ideas

Screeners

In just a few clicks, you can find ETFs5 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 Portfolio6  

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

Learn more about Adaptive Portfolio

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.

Learn more about Managed Investment Portfolios

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.

Learn more about a Unified Managed Account

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Step 4

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 Analyzer11 and Risk Analyzer12 tools
  • View individual investments, watch lists, and more

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Keep learning

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

Visit the Knowledge section

Real help from real humans

Contact information

Financial Consultants4

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.

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