Designated Brokerage Services
E*TRADE Designated Brokerage Services gives you the tools to monitor employee trades in compliance with your internal and regulatory requirements. At the same time, we can help your employees manage their investments with our industry-leading technology and customer support.
Benefits
For your company
Monitor employee trading
Review daily account activity and quickly identify suspicious trading patterns
Third-party data aggregator
Securely transmit trading and position data to a third-party aggregator
Automatic account linking
Dedicated account opening page for data feed auto-linking
Dedicated support team
Assistance with onboarding and continuing account support
For your employees
Full range of investment choices
Invest in stocks, bonds, mutual funds, and ETFs, as well as options and futures trading
Multi-platform experience
Enjoy a seamless trading experience on web, mobile, and advanced trading platforms
Exclusive offers
Employees may receive exclusive access to preferred pricing
Support and guidance
Our easy-to-use tools and guidance help your employees make the most of their money
Contact us to get started
(for compliance personnel only)
855-432-6834
designatedbrokerage@etrade.com
9 a.m.–6 p.m. ET
Monday–Friday