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