Online Portfolio Advisor

Use our comprehensive Online Portfolio Advisor to identify the right asset allocation and get investment recommendations tailored to your needs.

1. Tell us about yourself

Let us know your goals, timing and risk tolerance.

2. Review your asset allocation

Your recommended allocation will be based on your investor profile.

3. Get investment recommendations

Choose from pre-designed or professionally managed portfolios.

4. Invest online in minutes

Put your plan into action in minutes, or call one of our Financial Consultants to get started.

Not yet a Customer? To continue as a guest

Already a Customer?To analyze your current portfolio & execute your new plan

Online Portfolio Advisor will recommend an investment solution that may include6:

Prefer One-on-One

Speak with one of our experienced professionals.4

Call 1-866-484-3658

Get up to $600 cash credit for deposits or transfers made within 45 days of account open.
Deposit or Transfer
$25K - $99,999
$100K - $249,999
$250K and above
And open an account with $10,000 or more and receive free stock & options trades for 60 days once funds become available.
*Call us to see how you can qualify for more at 1-800-ETRADE-1