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.
Let E*TRADE manage all aspects of your plan administration & reporting
You manage your plans in-house with our platform and support
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 – 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.