E*TRADE Advisor Services
A seamless integration of powerful technology and specialized support, built to help registered investment advisors (RIAs) realize their full potential.
To get started, call us at 800-955-7808.
Empowering your independence
As an RIA, you have a lot on your plate. E*TRADE provides the platform and support to help you focus on what matters most—serving your clients and growing your practice.
- One account, unlimited models. We dramatically simplify how you invest and manage your clients’ assets.
- Single-platform efficiency. No add-ons are needed for fee billing, performance reports, rebalancing, or account aggregation.
- Dedicated service and support. You get your own Relationship Manager who provides one-on-one support anytime you need it.
Intuitive technology built for RIAs
Our advanced technology gives you a highly efficient way to trade, rebalance, and manage assets. It simplifies routine tasks, so you can be more productive in every area of your business.
- Built expressly for advisors. Empower your independence with easy account management tools and access anytime, anywhere.
- Time-saving tools. Rebalance thousands of accounts, automate back office tasks, and generate performance reports in minutes.
- Integrated account aggregation. Easily view and advise on your clients’ entire financial situation, including assets held elsewhere.
- Custom private labeling. Brand your client portals, statements, performance reports, and mobile apps with your logo.
A custodian you can rely on
Whether you are a new RIA or have had your firm for decades, E*TRADE is committed to delivering the expertise and support to help empower your success.
- A team that knows you. E*TRADE is an experienced provider who takes the time to know and understand your business.
- Personalized services. You don’t have to have billions in assets to get your own dedicated Relationship Manager.
- Single point of contact. You’ll know exactly who to call anytime you have questions or issues to troubleshoot.