eTrade 2013 Annual Report Download - page 6

• cross-border trading, which allows customers residing outside of the U.S. to trade in U.S. securities;
• access to 77 international markets with American depositary receipts (“ADRs”), exchange-traded funds
(“ETFs”), and mutual funds, plus online equity trading in local currencies in Canada, France, Germany,
Hong Kong, Japan and the United Kingdom;
• research and investing idea generation tools that assist customers with identifying investment
opportunities including analyst and technical research, consensus ratings, and market commentary
from Morningstar, Dreyfus and BondDesk Group; and
• access to advice from our financial consultants at our 30 branches across the country and via phone
and email.
• FDIC insured deposit accounts, including checking, savings and money market accounts, including those
that transfer funds to and from customer brokerage accounts.

Retirement, Investing and Savings
• no annual fee and no minimum individual retirement accounts; plus, Rollover Specialists to guide
customers through the rollover process;
• access to our retirement center which offers easy-to-use tools, calculators, education, retirement
solutions, and access to Chartered Retirement Planning CounselorsSM who can provide customers with
one-on-one portfolio evaluations and personalized plans;
• OneStop Rollover—a simplified, online rollover program that enables investors to invest their 401(k)
savings from a previous employer into a professionally-managed portfolio;
• access to all ETFs sold, including over 80 commission-free ETFs from leading independent providers,
and over 7,700 non-proprietary mutual funds;
• Managed Investment Portfolio advisory services from an affiliated registered investment advisor, with an
investment of $25,000 or more, which provides one-on-one professional portfolio management;
• Unified Managed Account advisory services from an affiliated registered investment advisor, with
an investment of $250,000 or more, which provides customers the opportunity to work with a
dedicated investment professional to obtain a comprehensive, integrated approach to asset
allocation, investments, portfolio rebalancing and tax management;
• comprehensive Online Portfolio Advisor to help customers identify the right asset allocation and provide
a range of solutions including a one-time investment portfolio or a managed investment account;
• fixed income tools in our Bond Resource Center aimed at helping customers identify, evaluate and
implement fixed income investment strategies;
• access to our redesigned investor education center with over 400 individual educational articles and
videos from over 10 independent sources and E*TRADE’s financial experts, along with live events,
webcasts; web seminars; tutorials and demos totaling more than 100 courses; and
Corporate Report 2013