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 moving your old 401(k) directly into a Rollover IRA that is invested in Adaptive Portfolio, a professionally managed portfolio of ETFs or ETFs and mutual funds from E*TRADE Capital Management (ETCM). The minimum rollover amount is $10,000 to enroll in an Adaptive Portfolio.

How It Works
  • As part of this application, your rollover IRA account will be enrolled in the ETCM Adaptive Portfolio program. You will receive an Investment Proposal and Advisory Agreement to review and accept.
    If you choose not to accept, your account will be opened as a regular Rollover IRA.
  • As soon as your rollover deposit arrives in the amount $10,000 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.
  • If your risk tolerance or financial situation changes, simply update your Investor Profile online and your portfolio will be updated accordingly.
  • You will pay a low advisory fee.
  • Because this is a professionally managed account, you will not be able to place trades.

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.