Let E*TRADE manage your accounts

                      See Frequently Asked Questions

Managing a broadly diversified investment portfolio might take more time than your busy life allows. With a Managed Investment Portfolio or a Unified Managed Account at E*TRADE, our team creates a diversified portfolio2 based on your investment goals and objectives. Your portfolio is monitored daily, and rebalanced as needed.

Two great choices in portfolio management

Managed Investment Portfolios

A portfolios of diversified, professionally managed funds, researched and selected by E*TRADE’s experienced investment professionals. Choose between actively managed mutual funds and index-based ETFs, available for a $25,000 portfolio minimum.

 

Unified Managed Accounts

Unified Managed Accounts allows you to benefit from stock, ETF, and mutual fund investing in one professionally managed account. Starting with a $250,000 portfolio minimum, they provide access to professional money managers and tax efficiency, as well as in-depth strategy and performance reports. Customized portfolios are available based upon individual tolerance for risk.                                                                 


    Open an Account:. Call 1-800-760-9036 Weekdays from 8:30 AM-8 PM ET or Get Started Online.

    Get More: Ask how you can get up to $6001 cash credit based on your deposit amount. How it works »

    Have Questions? We'll call you now to answer your questions or request a free copy of our brochure online.
 

Which Solution Is Right for Me?

Managed Investment Portfolios and Unified Managed Accounts both include the same commitment to ongoing professional money management and personalized service. The table below can help guide you to the solution that's right for you.

BENEFITS

Managed Investment Portfolios3

Unified Managed Accounts

Professional investment selection

  

Ongoing monitoring & rebalancing

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Disciplined, research-driven investment process

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Personal service from a dedicated Financial Consultant

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24/7 account access through etrade.com

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Quarterly performance reports & market commentary

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Unbiased, non-proprietary investments

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Tax sensitive investing strategies

Tax overlay features3

Mixed investment types in a consolidated account

Access to alternate asset classes

Portfolio minimum

$25,000

$250,000

Investment choices

Leading exchange-traded funds (ETFs) and/or mutual funds

Custom portfolio of stocks, ETFs & mutual funds

Low, asset-based fee

Ranges from 0.65% to 0.90% with no commissions  

Ranges from 0.95% to 1.25% with no commissions

How to get started

Call a Financial Consultant at 1-800-760-9036 Find out more

Call a Financial Consultant at 1-800-760-9036 Find out more

Take the Next Step

Speak with one of our Financial Consultants to find out more and get started.

Call 1-800-760-9036 or visit an  E*TRADE Branch .