Customizable solutions & the power to choose

Flexible Easy-to-Use Service Models

We know every company is unique and has different needs. Whether your company is public or private, large or small, you can rely on us for fully scalable, end-to-end solutions that help enhance the value of your plan, your business, and your employees' lives.

     FULLY OUTSOURCED

     PARTIALLY OUTSOURCED

     Let E*TRADE manage all aspects of your      plan administration & reporting

     You manage your plans in-house with our      platform and support

Equity Edge Online® – An Industry-Leading Platform

E*TRADE has helped revolutionize the equity compensation industry. But more than that, we are actively helping a loyal base of public and private companies across various industries better manage their equity benefits through the award-winning Equity Edge Online platform1. See how we can help you, too.

Exclusive Client Information & Community Portal

Through our online Client Resource Center, you'll have 24/7 access to industry news, educational offerings, and peer networking opportunities for stakeholders across your entire organization. In addition, each year, we host E*TRADE Directions – a premier industry event featuring professional-led sessions on some of the most important and relevant topics in equity compensation.

Dedicated, One-to-One Client Support

As an E*TRADE client, you'll be assigned a Relationship Manager and a Service Manager who will be the main points of contact for all your service needs. With experience in many equity vehicles, they will become familiar with your company and the unique features of your stock plan.

Designated Brokerage Services From E*TRADE Securities

Maintaining a comprehensive surveillance and reporting function is not only important, it's essential. E*TRADE Designated Brokerage offers integrated tools and technology to help manage your compliance processes.