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On the recordRead 14 Nov 202613 facts
E*TRADE Core Portfolios
Plans and prices
Core Portfolios
See the maker's page
$500 minimum initial investment · underlying ETF management fees and expenses are extra
Read 14 Nov 2026 · us.etrade.com
On the record
- Automated management
- Technology monitors portfolios and automatically updates them; accounts are checked daily for rebalancing opportunities.us.etrade.com · read 14 Nov 2026
- Cash management limitation
- The program does not offer check writing, debit cards, or bill pay.us.etrade.com · read 14 Nov 2026
- Minimum balance
- The initial managed investment minimum is $500; a withdrawal-caused balance below $450 can suspend management until the minimum is restored.us.etrade.com · read 14 Nov 2026
- Personalization
- Clients can customize part of a portfolio with socially responsible or smart beta ETF strategies.us.etrade.com · read 14 Nov 2026
- Portfolio construction
- The service builds diversified portfolios of expert-selected ETFs using a profile questionnaire covering goals, time horizon, and risk tolerance.us.etrade.com · read 14 Nov 2026
- Product
- Core Portfolios is an advisory program managed by Morgan Stanley Smith Barney LLC and offered through E*TRADE’s interactive digital platform.us.etrade.com · read 14 Nov 2026
- Provider and regulatory status
- Morgan Stanley Smith Barney LLC offers the securities and advisory services and is identified as a Member SIPC and registered investment adviser.us.etrade.com · read 14 Nov 2026
- Rebalancing
- Rebalancing may occur when allocation drifts generally 5% or more from target, and after material deposits or withdrawals.us.etrade.com · read 14 Nov 2026
- Support
- A dedicated support team is available by phone weekdays from 8:30 a.m. to 8:30 p.m. ET.us.etrade.com · read 14 Nov 2026
- Supported accounts
- Most retail US-address brokerage and retirement accounts are eligible; trusts, charities, corporations, institutional, and business accounts are excluded.us.etrade.com · read 14 Nov 2026
- Tax features
- Tax-loss harvesting is available for eligible taxable accounts, and tax-sensitive ETFs are available to taxable clients.us.etrade.com · read 14 Nov 2026
- Tracking
- Clients can track portfolio performance and benchmark comparisons 24/7 through the online dashboard and E*TRADE app.us.etrade.com · read 14 Nov 2026
- Trading control
- Clients cannot place self-directed trades in the discretionary Core Portfolios account; MSSB places trades.us.etrade.com · read 14 Nov 2026
