Unified Managed Account
Customized portfolios from E*TRADE Capital Management
- Work with a Financial Consultant
- Access to third party professional money managers
- Diversified investment mix, including stocks, mutual funds, and ETFs
- Tax-sensitive portfolios available
Call 1-800-387-2331 to get started
minimum initial investment
no more than 1.25%
annual net advisory fee
Work one-to-one with a Financial Consultant
With a Unified Managed Account, you’ll get your own Financial Consultant who’ll work with you throughout your relationship.
A portfolio built around your financial goals
Talk to your Financial Consultant about your financial goals, risk tolerance, and time horizon. We’ll build a portfolio customized to your needs.
Benefit from ongoing rebalancing
With a Unified Managed Account, there’s no need to babysit your portfolio. We’ll monitor your investments, adjust them as needed and give you periodic performance reviews.
Explore similar solutions
Managed Investment Portfolios
Managed accounts with low initial investment minimum
Financial Consultants work with you to select a diversified Managed Investment Portfolio from E*TRADE Capital Management, built around your needs. Get started with a $25,000 initial investment.
The self-adjusting portfolio
Get an online managed portfolio that is customized, diversified, and automatically rebalanced as necessary to help you stay on track. Get started with a $10,000 initial investment ($5,000 for Roth or Traditional IRAs).
OneStop Rollover IRA
Let E*TRADE Capital Management manage your IRA
Roll over an old 401(k) and automatically invest into Adaptive Portfolio, customized to your needs. Get started with a $10,000 initial investment.