E*TRADE Unveils Tools to Help Investors Build Portfolios Mapped to Their Financial Life Stage and Trends They Care About

Fresh investing themes and income-generating fund screeners add to an already robust investing experience and help drive sound financial habits

March 06, 2020 — ARLINGTON, Va.–(BUSINESS WIRE)– E*TRADE Financial Corporation (NASDAQ: ETFC) today announced a series of new tools with low barriers to entry that help customers diversify their portfolio:

Low-cost portfolios that enable good investing habits
 With just $500, investors can choose a no-transaction-fee mutual fund portfolio based on their tolerance for risk. Customers can set up recurring deposits to their account according to their schedule, making investing a routine.

Fund filters for income-oriented investors
Baby Boomer investors are in search of ways to generate income—especially as they enter retirement. Now they can easily filter for non-proprietary, income-generating ETFs and mutual funds built with dividend-paying stocks or interest-bearing bonds. These funds are on the E*TRADE All-Star list, which undergo a rigorous review process by the Company’s Investment Strategy team.

Innovative Tech and Rising Economy investing themes
Investors looking to align their investments with their interests can now leverage two additional thematic screeners. The Technology Pacesetter theme surfaces hand-picked ETFs focused on tech-forward companies creating new products, while the Rising Economy theme centers on exposure to countries with rapidly developing economies.

The days of cookie-cutter solutions for investors are gone...

No More Cookie-Cutters

“The days of cookie-cutter solutions for investors are gone—by leveraging best-of-the-web digital tools, we can deliver meaningful and confidence-building experiences for customers across various life stages and levels of financial sophistication,” said Rich Messina, Managing Director of Financial Product Management at E*TRADE Financial. “Many are hamstrung to get started in their investing careers and one major roadblock is finding financial tools that are easy to use and in plain English. By giving today’s investors the resources they need to consistently save, even if it’s just a little at a time, they are taking meaningful steps to build their financial future.”

The announcement comes on the heels of E*TRADE earning “Best for Mobile Traders” and “Best for Income-Oriented Investors” from Barron’s in their annual online broker review. E*TRADE earned 4.5 out of 5.0 stars overall, outpacing TD Ameritrade and Charles Schwab.




E*TRADE aims to enhance the financial independence of traders and investors through a powerful digital offering and professional guidance. To learn more about E*TRADE’s trading and investing platforms and tools, visit etrade.com.

E*TRADE Financial and its subsidiaries provide financial services including brokerage and banking products and services to retail customers. Securities products and services, including mutual funds and ETFs, are offered by E*TRADE Securities LLC (Member FINRA/SIPC). Commodity futures and options on futures products and services are offered by E*TRADE Futures LLC (Member NFA). Managed Account Solutions are offered through E*TRADE Capital Management, LLC, a Registered Investment Adviser. Bank products and services are offered by E*TRADE Bank, and RIA custody solutions are offered by E*TRADE Savings Bank, both of which are national federal savings banks (Members FDIC). More information is available at www.etrade.com.