OneStop Rollover IRA

Transfer the assets from an old employer plan directly into an E*TRADE Securities IRA
  • Enroll in a professionally managed, diversified portfolio of ETFs
  • Let E*TRADE Capital Management, LLC manage your IRA3
  • Rollover assets are invested in Adaptive Portfolio—an automated advisory solution
  • Use the Plan Options tool to see all the choices for an old employer plan

$5,000

minimum initial investment

0.30%

annual advisory fee4

Features of the E*TRADE OneStop Rollover IRA

Roll over and invest in one step - image

Roll over and invest in one stop

Answer a few questions online and get a recommended diversified portfolio based on your investment objectives, risk tolerance, and time horizon

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 and rebalanced to help keep you on track5

Tax advantages

As with all IRAs, retirement assets remain tax-deferred 

$

No advisory fee for the first six months

when you enroll now1,2 Offer details

$

No advisory fee for the first six months

when you enroll now1,2 Offer details

Annual advisory fee. Professional management.

With the OneStop Rollover IRA, pay a flat annual advisory fee of 0.30% based on assets under management.6

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.

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Roth IRA7

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.

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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.

Learn more