OneStop Rollover IRA

Transfer the assets from an old workplace plan directly into an E*TRADE Securitries IRA
  • Enroll in a professionally managed diversified portfolio 
  • Let E*TRADE Capital Management, LLC manage your IRA2
  • Invests IRA in Adaptive Portfolio
  • Use Plan Options tool to understand the choices with a former employer’s plan

minimum initial investment


annual net advisory fee3

Features of an E*TRADE OneStop Rollover IRA

Roll over and invest in one step - image

Roll over and invest in one stop

Answer a few questions about financial goals, investment objectives, time horizon and risk tolerance

Portfolio design for your needs - image

Professionally managed diversified portfolio 

When the assets arrive, they'll automatically be invested 

Ongoing monitoring - image

Ongoing monitoring

The portfolio is monitored on an ongoing basis, rebalancing as necessary

Tax advantages

As with all IRAs, retirement assets remain tax-deferred 


No advisory fee for the first six months

when you enroll now1,7 Offer details

No advisory fee for the first six months

when you enroll now1,7 Offer details

Annual net advisory fee. Professional management.

With a OneStop Rollover IRA, pay a flat annual net advisory fee3 of 0.30% based on assets under management.5

Explore similar accounts

Traditional IRA

Potential tax-deductible contributions

Save for retirement with tax-deductible contributions and tax-deferred growth potential and no annual income limits.  

Roth IRA6

Tax-free growth potential with tax-free future withdrawals on qualified distributions

Save for retirement and get valuable tax advantages, including the ability to withdraw contributions at any time.

Rollover IRA

Take control of  retirement savings

Whether you have changed jobs or retired, you have options when considering what to do with a former employer's plan. Be sure to know the pros and cons of each choice.