A news release said the center’s interactive features include real-time online chat and the ability to “Click to Call Back” for no-hold-time phone support.
E*TRADE’s planning and investing tools allow customers to view, modify, and save their plans:
- Retirement Quick Plan provides a quick assessment of an individual’s or family’s retirement savings, as well as tips to help get on track if there’s a shortfall predicted in achieving retirement goals.
- Online Advisor provides long-term investment solutions based on investor preferences, circumstances, and goals in four steps.
- IRA tools help investors roll over or transfer their IRAs, and choose the no-minimum, no-annual-fee IRA that is right for them.
For individuals who prefer to work one-on-one with a professional, specially trained Chartered Retirement Planning Counselors are available to help customers create a retirement plan, allocate their assets, and consider their distribution options, the company said.
Working with an investment professional, customers also may choose from a range of professionally selected and rebalanced portfolios of ETFs or non-proprietary mutual funds offered as a fee-based service through E*TRADE Capital Management’s Managed Investment Portfolios, according to the announcement.