Investing Solutions
Based on your answers to the Investor Profile, E*TRADE Securities will recommend an Investing Solution to best meet your individual needs. You can proceed with the recommendation, or select one of the other Investing Solutions.
Solution |
Asset Allocation Recommendation | Investment Recommendations | Access | Periodic Rebalancing | Self-Directed Trading | Min Amount to Invest | Cost 1 | Offered Through |
Select ETF Portfolio |
 |
ETFs |
 Online |
|
$10K |
Commissions |
E*TRADE Securities LLC |
|
Select Mutual Fund Portfolio |
|
Mutual Funds |
Online |
|
$25K |
No loads, no transaction fees |
E*TRADE Securities LLC |
|
Online MIP-ETF |
|
ETFs |
Online |
|
|
$25K |
Annual advisory fee |
E*TRADE Capital Management LLC |
Online MIP-MF |
|
Mutual Funds |
Online |
|
|
$25K |
Annual advisory fee |
E*TRADE Capital Management LLC |
Investment Professional: Financial Consutlant |
|
Mutual funds or ETFs |
|
|
|
$25K |
Single asset-based fee |
E*TRADE Capital Management, LLC |
Build-Your-Own Portfolio |
|
Stocks, bonds, mutual funds, ETFs, options, CDs, and more |
Online |
|
Any |
Commissions |
E*TRADE Securities LLC |
1Costs vary. See detailed cost information.
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. Read the prospectus carefully before investing.
Select Mutual Fund Portfolio, Select ETF Portfolio, and Build Your Own Portfolio solutions are offered by E*TRADE Securities LLC on a commission basis.
Online Managed Investment Portfolios are 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.
E*TRADE Securities and E*TRADE Capital Management, LLC are separate but affiliated companies.
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