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| For Clients of E*TRADE FINANCIAL Corporate Services |
August 2004 |
Brokerage System Upgrade is Coming Last month, we notified you of our plans to enhance our systems to improve performance and deliver innovative new services to you and your employees. As we near the end of our brokerage system upgrade, here are some key details:
In the meantime, if your employees have questions or ask you for additional information, please have them contact OptionsLink customer service at optionslink@etrade.com or by calling 1-800-838-0908 (+1-650-599-0125 from outside the U.S.). We apologize for any inconvenience and thank you for your patience.
Equity Edge 6 Preview Coming Soon! Equity Edge 6 Preview, including support for a binomial lattice model, will be available in the coming weeks. With the Preview, you can run preliminary expense numbers and begin developing your strategy for responding to the proposed accounting standard. You will receive a separate e-mail when the Preview becomes available. What You Can Do Now to Prepare
As always, we will continue to inform you of any recent developments. If you have questions, please e-mail us at CSG@etrade.com.
Available Now: The etrade.com Web site has been completely redesigned to provide all of our customers with a better experience—and to allow your employees to access information about their stock plan benefits.
Other key enhancements to etrade.com include: simplified navigation, web-friendly text, and streamlined navigation between business areas, including banking and brokerage functions. Log on to etrade.com to see all the new enhancements. Available in August: We’re redesigning optionslink.com to make it easier for your
employees to access the tools and information they need to manage
their stock plan benefits. The new site will incorporate many of
the design improvements we’ve made at etrade.com to make the
experience for your employees better and more consistent.
Increase the Value of Your Employee Benefits Package with Advantage@Work As a key component of our complete E*TRADE FINANCIAL Corporate Services offering, Advantage@Work extends your benefits portfolio with valuable investing, banking, and lending services exclusively for your employees—all at no additional cost to your company. Benefits available to your employees include:
To learn more about Advantage@Work, click
here or call 1-800-783-3388 for more information.
New Communications Help Employees Access OptionsLink “How do I activate my account?” is one of the most common questions our customer service team hears from your employees. To help your employees get started, we resent activation instructions in April to employees who had not activated their accounts after six months. These communications proved to be very successful in helping your employees get started. In the future, we will automatically resend activation instructions to employees who have options vesting and have not activated their OptionsLink service. This effort is part of our ongoing commitment to enhance the quality of our service to you and your employees.
New Pricing For International Wire Service We’re lowering the cost of wires for your international employees by 40% to $15 per transfer. Our wire service allows your international employees to bypass international postal systems, which at times may be slow or have delivery problems, and receive their proceeds quickly, conveniently, and reliably. As always, your international employees can continue to receive their proceeds via checks ($15) or express delivery ($25). Domestic fees are unchanged for checks ($5) and wires ($25).
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1 Complete Checking accounts have unlimited ATM refunds. We will refund up to four out-of-network ATM fees per month up to a maximum value of $6 per month on Regular and Value Checking accounts. 2 Additional interest of 0.25% is inclusive of the automatic 0.10% and applies to the interest-bearing account receiving your direct deposit. Only one account is eligible. You receive the higher rate upon confirmation of the first direct deposit of your paycheck. Employee must establish a direct deposit of more than $500/month. In any month where the $500 threshold is not met, E*TRADE Bank reserves the right to forgo the extra 15bps 3 Only available with Complete, Value and Regular Checking accounts. E*TRADE Bank reserves the right to deactivate customers who do not use their bill pay service within a 90-day period. 4 Offer applies to new purchase and refinance loan applications locked on or after 05/03/2004. This offer is only good at time of lock and cannot be combined with any other mortgage promotions or discounts. $500 will be deducted from your closing costs. Must provide a valid company e-mail address to be eligible for the $500 savings. Rates subject to change. Subject to credit approval. 5 Eligibility requirements apply. Qualified Priority E*TRADE customers place an average of three trades per month or have at least $50,000 in combined assets in E*TRADE Securities brokerage accounts. Qualified Priority E*TRADE customers pay a $12.99 commission for all stock trades. For listed securities orders over 5,000 shares, add $0.01/share to the entire order. Under the regular commission schedule, E*TRADE Securities stock trade commissions are $19.99 for listed and Nasdaq, market, limit, and stop orders. All customers add $45 for broker-assisted trades. Account status subject to periodic review and approval. Additional $3.00 handling fee may apply for customers trading fewer than an average of three times per month. $25 account maintenance fee may apply quarterly if account balance is less than $5,000 or less than two trades executed in prior six months. Go to www.getpriorityetrade.com for important information and program details. 6 Go to www.etrade.com/fundrebate or important information and details about the operation of the E*TRADE Securities Cashback Mutual Fund Rebate Program, payment schedules, account eligibility, tax considerations and a list of mutual funds. 7 Please visit www.etrade.com/nofeeira for additional information and details relating to the E*TRADE Securities No-Fee, No-Minimum IRA. E*TRADE FINANCIAL family of companies provides financial services that include brokerage, banking, lending and managing corporate stock benefits. Securities products and services are offered by E*TRADE Securities LLC, Member NASD/SIPC and are not insured by the FDIC, are not guaranteed deposits or obligations of E*TRADE Bank, and are subject to investment risk, including possible loss of the principal invested. Banking and lending products and services are offered by E*TRADE Bank, a Federal savings bank, Member FDIC, or its subsidiaries. Bank deposits are FDIC insured up to $100,000. Managing corporate stock benefits is offered by E*TRADE FINANCIAL Corporate Services. E*TRADE Securities LLC, E*TRADE Bank and E*TRADE FINANCIAL Corporate Services are separate but affiliated companies. © 2004 E*TRADE FINANCIAL Corp. All rights reserved | |||
