eTrade 2015 Annual Report Download - page 10

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RETIREMENT, INVESTING AND SAVINGS
Retirement, Investing and Saving is dedicated to expanding
our customer share of wallet by helping investors take control
of and understand the steps to achieve their desired financial
goals. We offer the following account types and services:
• no annual fee and individual retirement accounts with
no minimum, along with specialists to guide customers
through the rollover process;
• Managed Investment Portfolio advisory services from
an affiliated registered investment advisor, with an
investment of $25,000 or more, which provides one-on-
one professional portfolio management; and
• Unified Managed Account advisory services from
an affiliated registered investment advisor, with an
investment of $150,000 or more, which provides
customers the opportunity to work with a dedicated
investment professional to obtain a comprehensive,
integrated approach to asset allocation, investments,
and portfolio rebalancing.
We also offer full breadth of digital tools to help investors
take control:
• OneStop Rollover, a simplified, online rollover program
that enables investors to invest their 401(k) savings from
a previous employer into a portfolio managed by the
customer or an investment professional;
• Online Portfolio Advisor, helping customers identify
asset allocations and providing a range of solutions
including a one-time investment portfolio or a managed
investment account;
• Retirement Center, offering interactive tools, account
selection assistance and to-do lists;
• Investing Insights, delivering idea generation, topical
ideas and actionable strategies;
• Bond Resource Center, offering tools to help customers
research, evaluate and choose bonds;
• TipRanks, helping customers make sense of sellside
ratings and social chatter through success metrics and
aggregated sentiment; and
• life-stage planning resources, helping investors plan for
all phases of the retirement process.
Education and guidance also play a large role as we deliver a
wide variety of educational formats, including traditional in-
person events and digital content on our platforms. We also
offer guidance from our financial consultants and Chartered
Retirement Planning CounselorsSM at our 30 regional
branches across the country, or through our two national
branches via phone and email to receive complementary
portfolio reviews and personalized
investment recommendations.