Planning resources

E*TRADE offers tools, knowledge, and specialized support to help you plan for your retirement every step of the way. Our easy online tools help you to set your goals, choose your account, and manage your portfolio. Or, if you prefer one-on-one help, our Morgan Stanley Financial Advisors can help.

Yes. Whatever your investment goals, E*TRADE has the tools, education, and guidance to help you achieve them.
Work with a dedicated Morgan Stanley Finacial Advisor to help you get started with the right advice solutions, or use our state-of-the-art online tools, to help you analyze, diversify, and manage your portfolio.

Raise your investment knowledge through our knowledge library, in-person and recorded events, platform demos, and more.

We provide resources like the E*TRADE Tax Center to help clients understand how their investments may be taxed. All taxable account activity will be reported on the annual IRS Form 1099, which is typically available in February of each year. We encourage clients to contact their tax advisor for any tax reporting questions.^d1

Core Portfolios provides a tax-sensitive investment strategy that utilizes municipal bond ETFs that may help reduce taxes incurred on interest and dividends associated with those portfolios. All brokerage accounts are automatically enrolled in a tax-sensitive portfolio. Once enrolled in Core Portfolios, you can update this feature at any time. IRAs and other tax-advantaged account types are also eligible for Core Portfolios.

Total Wealth View is the asset aggregation functionality that allows you to conveniently view your accounts at other financial institutions via your E*TRADE from Morgan Stanley account.

Tax-efficiency is an important factor in creating a plan to achieve your financial goals, and a Morgan Stanley Financial Advisor can help you consider tax efficient investment strategies that may help you keep more of what you’ve earned. If you have complex tax planning needs, they may introduce you to experienced tax professionals at leading US-based accounting firms across the country.

Morgan Stanley Financial Advisors spend a lot of time examining how spending tends to evolve over the course of retirement and how lifestyle choices can affect retirement readiness. They understand that spending can vary substantially from the active early years of retirement, the mid-retirement period, to the final years. As a Financial Advisor helps you build a plan, they’ll be able to consider those spending trends and recommend strategies that may increase your odds of maintaining your desired lifestyle throughout retirement.