E*TRADE Core Portfolios is our best robo-advisor for mobile experience. Clients can select socially responsible or smart beta ETFs to include in their portfolios. With an emphasis on long-term investing, Core Portfolios discourages withdrawals.
E*TRADE's robo-advisor brings low expense ratios and specialty portfolio choices. The platform offers extensive educational tools and financial planning services. It will especially appeal to existing E*TRADE customers.
If a client needs to make a withdrawal, Customer Service can be reached anytime at 866-484-3658, and we'll send a check or wire. A client can also transfer money online to another account and withdraw it from there.
The base advisory fee for E-Trade Core Portfolios is 0.30% of your total account balance. This annual fee will be charged based on the average daily balance for the account during each quarter.
The Etrade website is easy to use and is extremely intuitive, making it a great resource for beginners who may be a bit “skiddish” when it comes to investing online for the first time. Users have access to a ton of free trading tools such as Etrade 360, Etrade Pro and Etrade Mobile.
Robo-advisor performance
| Robo-advisor | 2.5-year annualized return |
|---|---|
| SoFi | 4.03% |
| TD Ameritrade | 3.62% |
| TIAA | 4.20% |
| Vanguard | 3.42% |
Being an investor means building and managing a portfolio. ... While all your investments taken together might be considered your overall portfolio, investors can have separate portfolios for different purposes—a retirement portfolio, a trading portfolio, and a college fund portfolio, for example.
For general trading and investing accounts, the eTrade brokerage account and trust and estate accounts require a minimum opening deposit of $500. For active trading accounts, Power eTrade accounts also require a minimum opening deposit of $1,000, while Futures Trading accounts require $10,000.
Use the Order-Entry Platform. Go to the Stocks tab of E*Trade's order-entry platform. Enter the order type, which will be "buy" for your first stock trade. Enter the number of shares in your order, along with the stock symbol you want to purchase.
Etrade takes 5 days to release funds for withdraw after sale. They are just slow. It takes 3 days before you can withdraw the cash after selling a stock because you have to let the transaction clear (SEC regulations).
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