A truly independent service provider, E*TRADE Advisor Services specializes in supplying back office support and services to the self-directed IRA owner for their traditional and alternative investments.
Utilizing advanced technology and responsive client support, we develop effective software, tools, and processes for industry professionals ranging from independent investment advisors to direct participation program sponsors, as well as 401(k) plan sponsors and IRA account holders, among others.
Our solutions encompass the entire financial spectrum, from processing deposits through trade processing and generating quarterly statements. Our expertise extends from the large and transparent stock, bond, and mutual fund markets into the non-traditional areas of real property, limited partnerships, non-traded real estate investment trusts, and other direct participation programs. Established in 1972 as an investment asset custodian, E*TRADE Advisor Services has a solid history of providing a secure environment for investors. We also derive great satisfaction from providing our clients with comprehensive service offerings, backed by a commitment to high-touch support.
Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value.
E*TRADE, E*TRADE Advisor Services, and Liberty are registered trademarks or trademarks of E*TRADE Financial Corporation. All other trademarks mentioned herein are the property of their respective owners. Product and service offerings are subject to change without notice.
E*TRADE Savings Bank and its affiliates (“E*TRADE”) do not warrant these products, services and publications against different interpretations or subsequent changes of laws, regulations and rulings. E*TRADE does not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.