As self-directed retirement options have expanded, so, too, have the related complexities. Having more than 35 years of experience, our self-directed IRA solutions follow relevant rules and regulations while reliably delivering complete and accurate account information to account holders.
Encompassing traditional and non-traditional holdings
E*TRADE Advisor Services offers custody for a wide selection of investments, ranging from mutual funds, stocks, and bonds to real property, deeds of trusts for mortgages, limited partnerships, non-traded real estate investment trusts and privately held securities. Such breadth, backed by years of custody expertise, facilitates accurate servicing of individual accounts, regardless of the investment.
Fulfilling all requirements
As part of our custody responsibilities, we review holdings to ensure that traditional and non-traditional assets are administratively feasible. We also coordinate mandatory distributions and tax reporting.
Accessible for individuals and their representatives
With online access available to IRA account holders and their representatives, account holdings and transactions may be viewed at any time. Consolidated statements incorporating all types of investments also provide extensive insight into an individual’s entire retirement portfolio, allowing representative discussions with individuals to focus less on small details such as recent transactions and more on long-range strategies and planning.
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.