Core Portfolios

Automated investing that you control
  • Start by answering a few simple questions online
  • We build, monitor, and manage a portfolio for you
  • Track your performance and holdings 24/7
  • Get live support whenever you need it

$5,000

to get started

0.30%

flat annual advisory fee
(first year advisory fee waived1)

Too busy to manage your money?

Get a real professionally managed portfolio for free for a year. We’ll recommend a portfolio aligned with your goals, and keeps you on track. Best of all, you stay in control of your investing strategy.

Laptop with Core Portfolios

What is Core Portfolios?

Core Portfolios is a simple, low-cost advisory solution that uses advanced technology to automate your investing.

  • Get a professionally managed portfolio of leading, non-proprietary exchange-traded funds (ETFs) built around your investment goals
  • Customize your portfolio with tax-sensitive, socially responsible, or smart beta investments
  • Track your performance and individual holdings 24/7 with our real-time digital dashboard
Core Portfolios on mobile

How is Core Portfolios managed?

E*TRADE Capital Management has been professionally managing accounts for nearly a decade, and our investment strategy team leverages 75+ years of combined experience to guide and monitor portfolios through all kinds of market conditions.

  • The ETFs in your portfolio are chosen using a disciplined research and analysis process
  • Advanced technology monitors and adjusts your portfolio to help manage risk and keep you aligned with your goals
  • We inform you about key market events and trends that may be impacting your portfolio
Pricing on mobile

How much does Core Portfolios cost?

Core Portfolios opens up the world of professional portfolio management to virtually anyone at exceptional value.

  • Get started with just $5,000 in a taxable brokerage or tax-advantaged retirement account
  • For a limited time, new accounts pay no advisory fee for a year.1 After the first year, enjoy a low, flat annual advisory fee of 0.30% of assets billed quarterly—as little as $15 a year.
  • Pay no trading commissions or transaction fees

How do I get started?

Anytime you need help, call our Managed Account Specialists at 866-484-3658.

1

Tell us about yourself

Just answer a few questions about your investing approach, timeline, and risk tolerance

2

Get our recommendation

We’ll match you with a diversified portfolio of ETFs tailored to your investment needs

3

Customize your portfolio

Personalize your approach with socially responsible and smart beta investments

4

Implement your plan

Just click to finish building your portfolio. We’ll monitor and adjust it to help keep you on track

View sample Core Portfolios

Portfolio allocations are for illustrative purposes only.

Prefer more one-on-one support?

Take a look at the other professionally managed portfolios available under E*TRADE Personalized Investments.

Have questions?

Get answers to frequently asked questions or get help and support from our Managed Account Specialists at 866-484-3658.