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Rating
7.5
Commission & Fees
7
Customer Service
9
Ease of Use
7
Tools & Resources
7
Investment Options
7
Asset Allocation
8
Suitable for:
  • Intermediate investors
  • Individual Retirement Account
  • Professional investor
  • Hands-off investors
Short description:

E * TRADE Core Portfolios is an automated robo consultant service. The project helps to create stand-alone investment portfolios or select pre-made templates from the list. Entry threshold starts at $ 5,000. The service cannot offer tax-loss harvesting, but compensates for this moment with wide functionality.

COMPARE ALL INVESTMENT ADVISORS
Advisor screener

All characteristics

GENERAL CHARACTERISTICS
MINIMUM ACCOUNT $5000
Management fee 0.3%/year
ADDITIONAL INFORMATION ABOUT MANAGEMENT FEE
ASSETS UNDER MANAGEMENT > $4 Bln
NUMBER OF USERS > 229000
AVERAGE ACCOUNT SIZE $17467
YEAR FOUNDED 2002
PROMOTIONS
SERVICES
HUMAN ADVISORS
ADDITIONAL INFORMATION ABOUT HUMAN ADVISORS human assisted
PORTFOLIO REBALANCING
AUTOMATIC DEPOSITS
Access platforms Website, iOS App, Android App
TWO-FACTOR AUTHENTICATION
CUSTOMER SERVICE Phone: M-F 12A-11:59P ET; Live Chat: 24/7
CLEARING AGENCY N/A
ADDITIONAL INFORMATION
NO INFORMATION
ACCOUNT AVAILABLE
Taxable Traditional IRA SEP IRA
Solo 401(k) Partnerships Coverdell
Savings Joint Rollover IRA
SIMPLE IRA Trusts Non-Profit
Annuities Money Market Roth IRA
Custodial 401(k) Limited Parternships
529 Checking CDs
FEATURES
FRACTIONAL SHARES
401(K) GUIDANCE
TAX LOSS HARVESTING
ADDITIONAL INFORMATION ABOUT TAX LOSS HARVESTING
RETIREMENT PLANNING TOOLS
SELF CLEARING
SMART BETA
SOCIALLY RESPONSIBLE INVESTING
INVESTS IN COMMODITIES
INVESTS IN REAL ESTATE
SUMMARY
NO SUMMARY

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