E*TRADE Rollover IRA

Make new choices for your old retirement plans

Put your old 401(k) and retirement accounts to
work with an E*TRADE Rollover IRA.

Chances are, at some point you changed jobs
and left your old 401(k) or 403(b) behind. An E*TRADE Rollover IRA allows you to get these assets working for you again. You’ll benefit from a wide variety of investment choices, more control and an array of resources. So you can take a big step closer to the retirement you want.

 

E*TRADE makes rolling over easy

Let us do it for you

Our Retirement Specialists can guide you through the process from start to finish, offering step-by-step assistance. You can compare your options here.

  • We can handle the rollover paperwork and contact your former plan administrator—all at no cost to you.

A full range of investment options await

  • Choose from stocks, ETFs (exchange traded funds), bonds, and over 8,000 mutual funds.
  • You can also take advantage of a low-cost professionally managed account from E*TRADE Capital Management

Value that goes beyond low rates

  • There is no annual fee on any E*TRADE IRA
  • We offer over 100 commission-free ETFs2
  • Choose from 1,300 no-load, no-transaction-fee mutual funds3

E*TRADE's OneStop Rollover4: Professionally managed, automatically balanced

    Not sure what to do with your old 401(k)? Don’t worry—the professionals at E*TRADE Capital Management have plenty of ideas. E*TRADE’s OneStop Rollover automatically deposits your old 401(k) assets into a diversified, actively monitored and rebalanced portfolio. With a $25,000 account minimum, you'll receive:

  • Asset allocation and recommended investments when opening your account
  • A customized, diversified6 portfolio you can approve based on your investment goals and risk tolerance7
  • Convenient, automated rebalancing on an ongoing basis
  • Value with a low asset-based advisory fee and only a $25,000 account minimum

 

Once you've decided that rolling over is the right choice for you — here's how it works...

 

Step 1 Open an E*TRADE Rollover IRA

Step 2 Contact Your Former Plan Administrator so they can release your funds. Or have an                    E*TRADE Retirement Specialist do it for you.

Step 3 Complete your rollover by investing your funds when your balance arrives at                    E*TRADE. If you've opted for an E*TRADE OneStop Rollover, your funds will be                    automatically invested for you based on your goals.

Get started with our 3-Step Rollover Checklist. Or call 1-877-921-2434 and an E*TRADE Retirement Specialist will guide you through the process of setting up your Rollover IRA.