Managing a broadly diversified investment portfolio might take more time than your busy life allows. With professional portfolio management at E*TRADE, our team will work with you to create a diversified portfolio1 based on your investment goals and objectives. Your portfolio will be monitored daily and periodically rebalanced in an effort to keep you on track.

A Choice of Solutions to Help Meet Your Needs

Managed Investment Portfolios

($25,000 portfolio minimum)

Managed Investment Portfolios are diversified, professionally managed portfolios of leading investment funds. Customers can choose to invest in either actively managed mutual funds and/or index-based exchange traded funds. The portfolios are researched and selected by our team of experienced investment professionals.

 

Unified Managed Accounts

($250,000 portfolio minimum)

With Unified Managed Accounts, customers can gain the benefits of multiple investment strategies in a single, professionally managed account. Potential investments include stocks, ETFs, and mutual funds. This solution offers access to professional money managers, tax efficiency, strategy and performance reports, and focused portfolios for investors with a higher 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 $6006 cash credit based on your deposit amount.

    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 Portfolios2

Unified Managed Accounts

Professional investment selection

  

Ongoing monitoring & rebalancing

check

Disciplined, research-driven investment process

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

Personal service from a dedicated Financial Consultant

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

24/7 account access through etrade.com

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

Quarterly performance reports & market commentary

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

Unbiased, non-proprietary investments

/content/dam/etrade/en_US/desktop/Public/Global-elements/Iconography/icon-purple-check.gif

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 .