E*TRADE Investment Options

E*TRADE offers a comprehensive suite of investment options, catering to both novice and experienced investors. From self-directed trading to managed portfolios, E*TRADE aims to provide solutions for diverse financial goals and risk tolerances.

Self-Directed Investing

For investors who prefer to manage their own portfolios, E*TRADE provides a robust trading platform with access to a wide range of assets:

• Stocks: Trade shares of publicly traded companies listed on major exchanges.
• ETFs (Exchange-Traded Funds): Invest in baskets of securities that track specific indexes, sectors, or investment strategies. E*TRADE offers a screener to help find ETFs that match your criteria.
• Options: Trade options contracts on stocks, ETFs, and indexes, allowing for leveraged strategies and hedging. (Options trading involves risk and requires approval.)
• Mutual Funds: Access a diverse selection of mutual funds from various fund families, covering a wide range of investment styles and objectives.
• Bonds: Invest in fixed-income securities issued by corporations, governments, and municipalities.
• Futures: Trade futures contracts on commodities, currencies, and indexes. (Futures trading is highly leveraged and involves significant risk.)
• Cryptocurrencies: E*TRADE supports trading in select cryptocurrencies through its platform. (Cryptocurrency investments are highly volatile and speculative.)

Managed Portfolios

For investors who prefer professional portfolio management, E*TRADE offers managed portfolio options:

• Core Portfolios: These portfolios are built with a mix of stocks and bonds, automatically rebalanced, and managed by E*TRADE Capital Management. Investors complete a risk assessment to determine the appropriate portfolio allocation.
• Dedicated Portfolios: Allows clients to invest in specific sectors or strategies, such as socially responsible investing or technology-focused portfolios.
• Adaptive Portfolios: Employs sophisticated algorithms to actively manage portfolios based on market conditions and investor goals.
• Aligned Portfolios: Investment strategies tailored to clients through financial professionals, offering additional support and advice.

Retirement Accounts

E*TRADE provides various retirement account options to help investors save for the future:

• Traditional IRA: Contributions may be tax-deductible, and earnings grow tax-deferred.
• Roth IRA: Contributions are made with after-tax dollars, but qualified withdrawals in retirement are tax-free.
• Rollover IRA: Allows you to transfer assets from a former employer’s retirement plan into an E*TRADE IRA.
• SEP IRA: Designed for self-employed individuals and small business owners.
• SIMPLE IRA: Another retirement savings option for small businesses.

Other Investment Tools & Resources

E*TRADE complements its investment options with tools and resources to support investors:

• Trading Platform: Web-based platform and mobile app for trading and portfolio management.
• Research & Analysis: Access to market research, news, and analyst reports.
• Educational Resources: Articles, videos, and webinars on investing topics.
• Financial Advisors: Access to financial advisors for personalized advice and guidance.

Investing involves risk, and it’s essential to carefully consider your investment objectives, risk tolerance, and financial situation before making any investment decisions. Consult with a qualified financial advisor if needed.