An empowering digital experience 

We deliver the tools and technology to help every participant make the most of the stock plan benefits you've given them.

  • Easy, intuitive interface helps participants manage, track, and learn
  • Stock plan pages available in 15 languages
  • Currency flexibility with pages displays in 32 currencies and disbursements in 46 currencies
  • Ongoing communications to help guide participants through key events, such as account activation and grant acceptance
  • Intuitive, robust modeling tools to help participants explore possibilities

Participant support at its most personal

No two participants are the same. Being rated #1 in Overall Satisfaction in Brokerage Services for two consecutive years and #1 in loyalty among partial administration clients,1 we understand that. It's why we've designed multi-tiered levels of service to assist them in a highly relevant way. 

  • Dedicated stock plan phone support available weekdays around the clock, and brokerage assistance available 24/7
  • Live multilingual service in four languages (English, Spanish, Cantonese, and Mandarin)
  • Language line translation in 140+ languages
  • Dedicated Financial Consultants can help participants manage their stock plan benefits
  • Customized on-site and virtual education to help participants make informed decisions

White-glove executive services 

Senior and rising executives can have specialized needs. That's why we're here to support them with a suite of premium services.

  • Dedicated Executive Services Team works exclusively with top executives and senior leaders 
  • Assistance with regulatory filings, such as Rule 144 and Section 16
  • Customized 10b5-1 trading plans for senior executives
  • Coordination of trades to help minimize the impact of high-volume trades
  • One-to-one guidance and professional portfolio management from E*TRADE Capital Management

Mobile access for participants 

Today's global workforce is always on the move. See why E*TRADE was rated
Best-in-Class for mobile trading by

  • Mobile stock plan account management lets participants accept grants, enroll in ESPP, and place transactions
  • Streamlined mobile dashboard for easier investing 
  • Breaking news and market data
  • Free independent analyst research from industry leaders