E*TRADE Financial

Investment Solution
Account 
Objective
Asset Allocation
Investment Amount

My Virtual Advisor

Find the investing solution that meets your needs

Start by telling us how much help you want. We'll guide you to an appropriate investing solution.

  • Minimal help


    I want to build and manage my own portfolio, but would like help determining my asset allocation.

    Solution:

    Asset Allocator from E*TRADE Capital Management

    Investments:

    Stocks, bonds, mutual funds, ETFs

    Portfolio Minimum:

    None

    Pricing:

    Standard E*TRADE Securities commissions and fees apply

  • Some help


    I want to receive a diversified portfolio, but manage it on my own using E*TRADE's tools.

    Solution:

    Portfolio Generator from E*TRADE Capital Management

    Investments:

    Mutual funds

    Portfolio Minimum:

    $25,000

    Pricing:

    Standard E*TRADE Securities commissions and fees apply

  • Ongoing help


    I want E*TRADE Capital Management to build and manage my portfolio on an ongoing basis.

    Solution:

    Adaptive Portfolio from E*TRADE Capital Management

    Investments:

    ETF portfolio

    Portfolio Minimum:

    $5,000

    Pricing:

    Annual advisory fee of 0.30%

Learn more about the My Virtual Advisor tool

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The use of this tool acknowledges my receipt and understanding of the Supplemental Disclosure for Retirement Investors("408(g) Disclosure")