Flexible, Easy-to-Use Service Models

Whether you're a small private company or a large multinational corporation, E*TRADE Corporate Services collaborates with you to design a service model that works for your company today and can adapt as it evolves and grows.

     Fully Outsourced
     Let E*TRADE administer your plans

     The equity compensation professionals at E*TRADE
     will handle the administrative functions of your plan,      including plan record keeping, transaction settlement,      and participant mailings.

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

     Using our Equity Edge Online® platform, your in-house      team handles the daily administration of your plan –      backed by one-to-one support from E*TRADE's      equity compensation professionals.

Dedicated Support For Your Objectives

One-to-One Client Service

A designated Relationship Manager who knows your company and understands the intricacies of your stock plan will serve as the single point of contact for all your needs. Together with a dedicated Service Manager, he or she will support you on administrative tasks, plan events, and more.

Specialized Training & Education

E*TRADE empowers plan administrators, executives, and employees via an array of educational and training resources delivered online or in person. Your equity team can customize their learning by role type, experience, and preferred learning format.

Exclusive Conferences & Forums

Our annual E*TRADE Directions Conference is one of the premier industry events, featuring sessions by industry leader on plan accounting, taxation, and best practices. We also sponsor Directions Regional Forums throughout the year.

Peer Networking Opportunities

The E*TRADE Directions conference and other locally based forums provide unique opportunities to network and meet with industry professionals. We also offer access to the Client Resource Center Online Community, where you can trade ideas and get insights from your peers.

Advanced Solutions for Complex Issues

Our experienced advanced solutions group is available to help you drive efficiencies and optimize your equity compensation plan. Clients rely on us for critical assistance with complex reporting functions, stock splits, mergers & acquisitions, data integrity, and more.