Online Advisor provides you with a diversified, long-term investing solution to help you meet your financial goals—all in 4 easy steps.
You'll start by completing our online Investor Profile. Online Advisor will guide you through a series of questions that will help establish your Risk Profile, Financial Profile and Investment Preferences.
Based on your Investor Profile, you'll receive a Recommended Asset Allocation. If you have an E*TRADE account you will be able to compare it side-by-side with your current holdings. View Sample Asset Allocations
Next, Online Advisor will recommend an Investing Solution that matches your investment preferences and helps you to achieve your Recommended Asset Allocation.
When you are ready to implement your plan, you can purchase all the securities in our recommended portfolio with a single click online in your new or existing E*TRADE account or offline with help from an investment professional. If your plan involves selling securities in your existing E*TRADE account we can guide you through that process.
Prefer One-on-One Investment Guidance?
or call to speak with one of our experienced professionals at 1-866-484-3658The fund's prospectus contains its investment objectives, risks, charges, expenses and other important information and should be read and considered carefully before investing. For a current prospectus, visit www.etrade.com/mutualfunds and www.etrade.com/etfs.
Select Mutual Fund Portfolio, Select ETF Portfolio, and Build Your Own Portfolio solutions are offered by E*TRADE Securities LLC on a commission basis.
Managed ETF Portfolio is offered by E*TRADE Capital Management, LLC, which charges an asset-based investment advisory fee for its advice and no trading commissions.
The E*TRADE Financial family of companies provides financial services including trading, investing, investment advisory, and related banking products and services to retail investors.
Securities products and services offered by E*TRADE Securities LLC, Member FINRA/SIPC.
Full portfolio management and advisory services are offered through E*TRADE Capital Management, LLC, an investment adviser registered with the Securities and Exchange Commission. Upon request, we will send you a free copy of the firm's Form ADV Part 2A, which describes, among other things, affiliations, services offered and fees charged.
Investment Product Specialists offer on-demand recommendations on preferred stocks, bonds, mutual funds, structured products and CDs and receive trading commissions.
E*TRADE Securities and E*TRADE Capital Management, LLC are separate but affiliated companies.
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