Transfer an IRA

Moving an existing IRA to E*TRADE
  • Consolidating investments may make investing, allocating, and tracking performance easier
  • Consider opening a new IRA
  • Transfers will appear on Transaction History once they arrive

1-877-921-2434

talk to a Retirement Specialist

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Account transfers made easy

Transfers are typically completed within 10 days with our electronic transfer form

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Wide variety of investment choices

Choose from a range of stocks, bonds, options, mutual funds, and ETFs

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Tax-deferred growth

Continued tax-efficient growth potential

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Support when needed

Representatives can help with the process from start to finish

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Get up to $600 plus 60 days of commission-free trades for deposits of $10k or more.1 How it works

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Get up to $600 plus 60 days of commission-free trades for deposits of $10k or more.1 How it works

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Personalized Investments

Professional management, diversified portfolios

Tap into professional money management from E*TRADE Capital Management. Choose from an array of customized managed portfolios to help meet your financial needs.

Roth IRA6

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

Save for retirement with valuable tax advantages, including the ability to withdraw contributions at any time tax- and penalty-free.

E*TRADE CompleteTM IRA

Fast, easy IRA withdrawals for investors over 59½

Upgrade a current E*TRADE IRA for more flexibility and convenience, with a range of free cash management features.7,8