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 10 minutes.

All fields are required.

E*TRADE OneStop Rollover IRA

Take control of your retirement the easy way by moving an old employer retirement plan directly into a Rollover IRA that is invested in Adaptive Portfolio - an automated advisory solution from E*TRADE Capital Management (ETCM) that combines professional management and the speed and responsiveness of technology. Get started with a $5,000 minimum investment.

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 of $5,000 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 semiannually, and when material deposits or withdrawals are made.
  • 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 annual advisory fee.
  • Because this is a professionally managed account, you will not be able to directly 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.