E*TRADE Prebuilt Portfolios Deliver a Selection of Funds in a Few Easy Clicks
November 28 2018 - 8:05AM
Business Wire
E*TRADE Financial Corporation (NASDAQ: ETFC) today announced a
new educational tool that allows self-directed investors to choose
from three exchange-traded fund (ETF) or three mutual fund
portfolios, based on the investor’s self-identified risk tolerance,
time horizon, and preference for active or passive investing.
Highlights include:
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the full release here:
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Customers can review three
easy-to-understand bundles and seamlessly integrate them into a new
or existing account (Photo: Business Wire)
- Three non-proprietary ETF or mutual
fund bundles categorized as either conservative, moderate, or
aggressive.
- A selection of commission-free,
low-expense-ratio ETFs or no-load, no-transaction-fee mutual funds
in each portfolio.
- Jargon-free descriptions that highlight
recognizable company names to make investing quick and easy to
understand.
- Portfolios can be simply selected and
purchased in a few easy clicks, with just a $2,500 minimum for ETF
portfolios and a $1,000 minimum for mutual fund portfolios.
“Our industry has made great strides in offering education and
resources to main street investors, but the reality is it can still
be very daunting to invest in the markets,” said Rich Messina, SVP
of Investment Product at E*TRADE Financial. “With this offering, we
aim to eliminate confusion, eradicate roadblocks, and empower our
customers to take control of their finances through an easy and
intuitive digital experience delivered in plain English.”
Visit the Prebuilt ETF Portfolios or Prebuilt Mutual Fund
Portfolios page to learn more.
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.
For useful trading and investing insights from E*TRADE, follow
the company on Twitter, @ETRADE.
About E*TRADE’s Prebuilt Portfolios
For more detailed discussion about the risks of investing in
an ETF or mutual fund, as well as the fund's investment objectives,
policies, charges, and expenses, please read the fund's prospectus.
To obtain the most recent prospectus, please visit the
Exchange-Traded Funds Center at www.etrade.com/etf
and Mutual Funds Center at
www.etrade.com/mutualfunds.
Prebuilt Portfolios are an educational tool and should not be
relied upon as the primary basis for investment, financial,
tax-planning, or retirement decisions. This tool provides a sample
of possible portfolios based on varying degrees of market risk.
These portfolios are not tailored to the investment objectives of a
specific investor. This educational information neither is, nor
should be construed as investment advice, financial guidance, or an
offer or a solicitation or recommendation to buy, sell, or hold any
security, or to engage in any specific investment strategy by
E*TRADE. These prebuilt portfolios may change at any time and
E*TRADE will not notify you when such changes are made.
The list of commission-free ETFs and no-load, no transaction fee
mutual funds is subject to change at any time without notice.
E*TRADE Securities LLC and/or its affiliates receive
compensation in connection with the purchase and holding of mutual
fund shares by E*TRADE customers. For more information regarding
these payments, please go to www.etrade.com/mutualfunds.
ETS has contracted with certain ETF companies to receive
compensation in connection with the purchase of ETFs offered
commission-free through ETS. This additional compensation is paid
by an affiliate of the ETF company. The compensation ETS receives
as a result of these relationships is paid based on initial setup
fees, and a percentage of invested assets ranging from 0 to 0.15%
per annum, depending on the ETF company.
If you have any questions about the Commission-Free ETF Program,
call us anytime at 800-ETRADE-1 (800-387-2331).
About E*TRADE Financial and Important Notices
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 federal savings banks (Members FDIC). More information is
available at www.etrade.com.
The information provided herein is for general informational
purposes only and should not be considered investment advice. Past
performance does not guarantee future results.
E*TRADE Financial, E*TRADE, and the E*TRADE logo are trademarks
or registered trademarks of E*TRADE Financial Corporation.
ETFC-G
© 2018 E*TRADE Financial Corporation. All rights reserved.
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E*TRADE Media
Relations646-521-4418mediainq@etrade.com
E*TRADE Investor
Relations646-521-4406IR@etrade.com
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