Personalized service on a global scale
Confidence. When it comes to equity compensation, you want to know you're working with a team that knows its stuff. We go above and beyond to help your company succeed.
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
- 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