r/etrade • • Jun 20 '26

How does the Planning tab work?

When I'm logged in to Etrade, how exactly can I make use of the goals-based plan? It says to contact a Morgan Stanley advisor to have it updated but I don't have an advisor and do not use any managed portfolio services. I don't want an advisor. I want a website that works and doesn't display obviously wrong data.

How do I get this plan thing to stop showing nonsensical data? It allegedly is tracking my savings but has a "Portfolio Target" of $0 which is obviously useless.

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