Suggested Keywords: Account types, DRIPs, Routing number, IP, Penny stocks

Suggested Keywords: Account types, DRIPs, Routing number, IP, Penny stocks

Free yourself from the daily responsibilities of investing. Work with a Financial Consultant to choose a portfolio thats tailored to your needs and managed to help keep you on track.

A Financial Consultant takes the time to get to know you before recommending a diversified portfolio for your needs

Based on your needs, we tailor your portfolio according to your investing goals, tax situation, and strategy preferences

Get the benefits of professional portfolio management with a low initial investment and advisory fees ranging from 0.65%0.90%

With our digital dashboard, you always know what youre invested in, how your portfolio is performing, and exactly what youre paying

With Blend Portfolios, you guide how your assets are managed while we handle the daily responsibilities of investing.

Work with a Financial Consultant to choose a diversified portfolio based on your goals, timeline, and risk tolerance

Based on your preferences, your portfolio may include exchange-traded funds (ETFs), mutual funds, or a strategic blend of both

Customize your approach with taxable and tax-sensitive portfolios, socially responsible investments or portfolios, and smart beta investments

Youll never have to wonder what youre paying, how youre doing, or how your assets are being managed.

Monitor your performance through our digital dashboard and update your investment strategy at any time

Enjoy competitive pricing withblended annual advisory feesfrom 0.65%0.90% with no trading commissions or transaction fees

Get a broadly diversified portfolio designed to match your investment needs and help manage risk at an affordable price

We work with you to choose a portfolio, and then do all the buying and selling for your account based on your needs.

Get a balanced mix of non-proprietary investments handpicked by our experienced investment strategy team

We closely monitor and rebalance your portfolio to help keep you aligned with your goals

Well keep you informed of key market events and trends that may affect your portfolio

Get ongoing support whenever you have questions or want to discuss your strategy or your account

Enter your initial investment amount to calculate your fee

Tell us about yourself, and well recommend and manage a diversified portfolio designed to help meet your investing needs.

Collaborate with a dedicated Financial Consultant to build a custom portfolio thats monitored and actively managed for you.

A dedicated Financial Consultant works with you to build a diversified bond portfolio thats managed by third-party portfolio managers.

Check the background of E*TRADE Securities LLC onFINRAs BrokerCheck.

Investment Products: • Not FDIC Insured • No Bank Guarantee • May Lose Value

For more detailed discussion about the risks of investing in a mutual fund or ETF, as well as the funds investment objectives, policies, charges, and expenses, please read the funds prospectus. To obtain the most recent prospectus, please visit visit the Exchange-Traded Funds Center at

E*TRADE Financial Corporation and its affiliates do not provide tax advice, and you always should consult your own tax advisor regarding your personal circumstances before taking any action that may have tax consequences.

Diversification and asset allocation strategies do not ensure profit or protect against loss. Investments in securities and other instruments involve risk and will not always be profitable.

Prior to investing in a managed portfolio, E*TRADE Capital Management will obtain important information about your financial situation and risk tolerances and provide you with a detailed investment proposal, investment advisory agreement, and wrap fee programs brochure. These documents contain important information that should be read carefully before enrolling in a managed account program.Please read theE*TRADE Wrap Fee Programs Brochurefor more information on the advisory fee, rebalancing methodologies, portfolio management, affiliations, and services offered.

Socially responsible investments (SRI) strategies may eliminate or limit exposure to investments in certain industries or companies that do not meet certain environmental, social, or governance criteria. As a result, the ETF may underperform other funds or an appropriate benchmark that do not have an SRI focus.

Smart Beta strategies, sometimes referred to as Strategic Beta, have a non-traditional weighting scheme which combines elements of both active and index investing that seek to outperform a benchmark index.  Such strategies typically aim to enhance returns or minimize risk relative to a traditional market-capitalization weighted benchmark.  The strategies employ single-factor or multi-factor investing. Factors, or specific characteristics (e.g., size, momentum, quality, etc.) of stocks that have performed well historically, are utilized to select stocks. An ETF employing a smart beta strategy may have higher portfolio turnover which may indicate higher transactions costs relative to its benchmark. Utilizing Smart Beta strategies does not guarantee against underperformance relative to a more traditional market capitalization weighted benchmark.

To learn more about tax-sensitive, socially responsible, or smart beta investments, and to understand how to further personalize your portfolio, please speak with a Financial Consultant.

Financial Consultants are dually registered with E*TRADE Securities and E*TRADE Capital Management, LLC, and may offer services that are either one-time commission based or ongoing fee-based advisory services. To help determine which guidance option may be right for you, please /guidancefor additional information about account minimums, commissions, fees, etc.

Securities products and services offered by E*TRADE Securities LLC, MemberFINRASIPC. Investment advisory services are offered through E*TRADE Capital Management, LLC, a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, MemberNFA. Banking products and services are offered by E*TRADE Bank, a federal savings bank,Member FDIC, and E*TRADE Savings Bank, a federal savings bank,Member FDIC. E*TRADE Securities LLC, E*TRADE Capital Management, LLC, E*TRADE Futures LLC, E*TRADE Bank and E*TRADE Savings Bank are separate but affiliated companies.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors.