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

Features of an E*TRADE IRA
 

Tax- deferred growth - image

Account transfers made easy

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

Wide variety of investment options - image

Wide variety of investment choices

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

Account Consolidation - image

Tax-deferred growth

Continued tax-efficient growth potential

Support - Image

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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OneStop Rollover IRA

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Transfer the assets from an old workplace plan and automatically invest into Adaptive Portfolio.6 Get started with $5,000 minimum initial investment. 

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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.

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E*TRADE CompleteTM IRA

Fast, easy IRA withdrawals for investors over 59 1/2

Upgrade a current E*TRADE IRA for more flexibility and convenience, with a range of free cash management features.8,9

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