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


to talk with a representative

Account transfers made easy

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

Wide variety of investment choices

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

Tax-deferred growth

Continued tax-efficient growth potential

Support when needed

Representatives can help with the process from start to finish

Get up to $600 or more (plus $0 commissions)1 Learn how

For a limited time, receive a cash bonus when you open a new E*TRADE brokerage or retirement account with a qualifying deposit by December 31, 2022.

Use promo code: BONUS22

Trade more, pay less

With E*TRADE from Morgan Stanley, you pay $0 commission for online stock, ETF, and options trades. Here’s a quick overview of our clear, competitive per-trade pricing.1

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Managed Portfolios

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 IRA5

Tax-free growth potential retirement investing

Pay no taxes or penalties on qualified distributions if you meet the income limits to qualify for this account.


For retirement investors over age 59½

Convert your IRA for flexible access to cash with free checking, online bill pay, and ATM/debit cards.6,7