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
minimum initial investment
annual advisory fee4
Features of the E*TRADE OneStop Rollover IRA
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
Professionally managed diversified portfolio
When the assets arrive, they'll automatically be invested
The portfolio is monitored on an ongoing basis and rebalanced to help keep you on track5
As with all IRAs, retirement assets remain tax-deferred
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
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.
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.