E*Trade

Step 1 of 4: Start Your Application

Step 2 of 4: Personal Information

Step 3 of 4: Account Setup

Step 4 of 4: Confirm & Submit

OneStop Rollover Application

This application will take about 5-10 minutes.

All fields are required.

E*TRADE OneStop Rollover IRA

Take control of your retirement the easy way by rolling over your old 401(k) directly into a professionally managed portfolio of low-cost ETFs or mutual funds from E*TRADE Capital Management (ETCM). The minimum rollover amount is $25,000 to enroll in an Online Managed Investment Portfolio (Online MIP).

How It Works
  • As part of this application, you will receive an Investment Proposal to review and accept.
    If you choose not to accept it, your account will be opened as a regular Rollover IRA.
  • As soon as your rollover deposit arrives in the amount $25,000 or more, your assets will be automatically invested for you according to the strategy outlined in your proposal.
  • Your portfolio will be monitored daily and rebalanced as needed by ETCM professionals.
  • If your risk tolerance or financial situation changes, simply update your Investor Profile online and your portfolio will be rebalanced accordingly.
  • You will pay a low asset-based advisory fee and no trading commissions.
  • Because this is a professionally managed account, you will not be able to place trades.

Change Account Type

 

1. The E*TRADE Pro trading platform is available at no additional charge to Pro Elite active trader customers who execute at least 30 stock or options trades during a calendar quarter. To continue receiving access to this platform, you must execute at least 30 stock or options trades by the end of the following calendar quarter.

E*TRADE Securities and E*TRADE Capital Management are separate but affiliated companies.

For non-U.S. residents: To apply online for a U.S. Trading Brokerage account, you must be a U.S. resident with a Social Security Number. For non-U.S. residents wanting to open a U.S. Trading Brokerage account, please click here.