Make your own decisions, with support from our investing tools, market data, and analyst insights.
View and track with our online tools
Making investing decisions isn’t always easy. But getting information should be. Our tools put the data you need at your fingertips.
Find fresh ideas and information
Investors are often looking to learn just a little bit more. We can help you be more informed—with investing ideas, analysis, and educational material about how the market works.3
- Investing ideas based on today’s headlines, ongoing trends, and the fundamentals that drive the markets
- Educational articles, videos, courses, webinars, and more
- Analyst reports and market commentary
Talk to our Financial Consultants4
Tools and information are important, but sometimes you need to talk to a real person. That’s why we have Financial Consultants and live on-call Customer Service.
Get live guidance and support
Whether you’re looking for investing guidance or answers about our services, we have professionals on call to help.
- Contact our Financial Consultants by phone or email, or in person at our branches
- Our Financial Consultants can provide financial guidance, including specific investment recommendations
- Chat or phone Customer Service 24/7
Let us do it for you
If you’re looking for professional management, we can build a portfolio customized to your needs, monitor it as ncessary, and adjust it to keep you moving toward your goals.
A portfolio customized for you
Our managed accounts start with your needs. E*TRADE Capital Management will work with you to find out about your goals and your investing style before they build your portfolio.
- Get a diversified portfolio, with ETFs, mutual funds, and (for some accounts) stocks or bonds
- We handle all buying and selling
- Your portfolio will be monitored on an ongoing basis and rebalanced as necessary
Personal service from dedicated financial consultants
When you choose to enroll in a Managed Investment Portfolio,5 Unified Managed Account, or Fixed Income Separately Managed Account6 you’ll have your own dedicated professional along with E*TRADE Capital Management who offers a wide range of services, including:
- Tax sensitive investment strategies
- Solutions and guidance for retirement and goal planning
- Quarterly performance reports
Compare all managed solutions
Managed Investment Portfolio
Dedicated Financial Consultant support.
Unified Managed Account6
Fixed Income Separately Managed Accounts6
|Initial portfolio minimum||$10,000 ($5,000 for Traditional & Roth IRAs)9
|Annual net advisory fee10
0.75% or less for actively managed Fixed Income portfolios
0.45% or less for laddered bond portfolios
No trading commissions
||Adaptive Portfolio Support Team11
Dedicated Investment Advisor Representative or Designated Managed Account Support Team
|Dedicated Investment Advisor Representative, plus access to third-party professional money managers
||Dedicated Investment Advisor Representative, plus access to third-party professional Portfolio Managers
Customized mix of
|Customized mix of
• Corporate Bonds
• Municipal Bonds
• U.S. Gov't Bonds
|Tax related features||Tax-sensitive portfolio options available
||Tax-sensitive portfolio options available||
Tax-aware portfolio management
Personalized tax-loss harvesting available
|Learn more||Learn more||Learn more||Learn more|