How can we help you?

For participants with new stock plan benefits

We can help you get set up and ready to go. It should only take a few minutes.

For current plan administrators

Welcome back! Log in to the Client Resource Center and access Equity Edge Online® now.

For prospective companies

Explore the benefits of working with a leader in equity compensation plan administration and participant services. We offer dedicated account and service support, flexible administration solutions, and the industry-leading platform,1 Equity Edge Online.

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Manage your stock plan account

In one location, you can get a big-picture view of what’s happening in your stock plan account, as well as reminders about important action items to consider.

  • See your holdings by benefit type or by action to identify which grants are ready for acceptance—and which are unvested, sellable, or exercisable
  • See a list of your personalized "action items" for consideration
  • Get quick access to important tax documents, including stock plan confirmations on E*TRADE's Stock Plan Tax Center (log on required)
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Useful tools to help you be better informed

Use our tools, information, and guidance to help make better informed financial decisions.  

  • Insights on demand. Visit our Education page to learn more about how stock plans work and how to help make the most of them
  • Run the numbers. Use our calculators to estimate taxes, model the potential outcome of selling decisions, and more