Expertise your company can rely on

Results matter. For more than 30 years, E*TRADE Corporate Services has been helping both public and private companies maximize the value of their stock
plan investment. 

  • Dedicated implementation manager will coordinate every step of the transition to E*TRADE from Morgan Stanley, and even train your staff
  • One-to-one client focus with a dedicated Relationship Manager and Service Manager who knows your company and your plan
  • Full or partial outsourcing lets you manage your plan your way

Comprehensive training and education 

Nobody becomes an expert overnight. But our specialized training and educational resources can help shorten the learning curve.

  • Client Resource Center gives access to product updates, educational resources, and peer networking opportunities 
  • On-demand stock plan education keeps you up to speed with a complete library of videos, tutorials, and white papers
  • Live webinars and events available on a variety of relevant topics 
  • On-site training sessions customized for your company's needs

Advanced Solutions specialized professional services

When you're faced with complex plan design, administrative, or financial reporting challenges, our highly experienced team is at your side.

  • Equity Edge Online® (EEO) optimization covers new process implementation, customized reporting, and hands-on training
  • Flexible staffing resources for short- or long-term plan administration support whenever you need it
  • Support for corporate actions including mergers, acquisitions, spin-offs, and stock splits
  • Financial reporting support to maximize the robust capabilities of the EEO platform
  • Section 6039 support to outsource your statement mailing, electronic participant delivery, and IRS e-file requirements