E*TRADE OneStop Rollover IRA

Just like that, turn your old 401(k) into a managed IRA

Transfer the assets from your old workplace retirement plan directly into an IRA with a professionally managed portfolio of ETFs or mutual funds from E*TRADE Capital Management.

Why Roll Over?

What is a Rollover and how can it help you? This 3-minute video explains it all.

The E*TRADE OneStop Rollover IRA gets you a whole lot closer to your retirement goals. Benefits include:

Tax Advantages
As with all IRAs, your retirement assets remain tax-deferred, and there are no tax penalties that are associated with rolling over your 401(k).

Powerful Diversification
Your assets will be invested in a diversified portfolio of leading mutual funds and/or ETFs selected from many of the industry’s best providers.

Unlimited 24/7 Access
No more neglecting your old retirement accounts. A transfer into an E*TRADE OneStop Rollover ensures you can track holdings, performance and transactions from any desktop or mobile device.

Exceptional Value
Get started with just $25,000 in investable assets. You pay no trade commissions, just one low asset-based advisory fee.

Step 1Rollover

Call 1-877-921-2434 for step-by-step guidance from an E*TRADE Rollover Specialist, or open your E*TRADE OneStop Rollover IRA online.

Step 2 Approve a Plan

In the online account application, we’ll recommend a professionally managed portfolio of investments that best fits your retirement needs and tolerance for risk. Upon your approval, your old 401(k) or other retirement accounts will be automatically invested in that portfolio when they arrive.

Step 3 Automatically Rebalance

Your E*TRADE OneStop Rollover IRA is monitored daily by the investment experts at E*TRADE Capital Management, and rebalanced for optimum diversity and performance. This makes it a lot easier for you to stay on track towards retirement.

Take Control Today

Call an E*TRADE Rollover Specialist at 1-877-921-2434 for help rolling over your old 401(k), or open your new E*TRADE OneStop Rollover IRA online.