eTrade 2015 Annual Report Download - page 11

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Corporate
Services
The corporate services business is an important driver
of brokerage account and asset growth, with more
than 1.4 million individual stock plan accounts across
approximately 1,000 corporate clients that represent
approximately 20% of S&P 500 companies. This business
serves as an important introductory channel to E*TRADE,
with our goal to convert the stock plan participants of
our corporate clients into retail brokerage customers by
providing best-in-class user experience and technology
along with exceptional support and service. We offer the
following software and services for managing equity
compensation plans for corporate customers through the
Equity Edge Online™ platform:
management of employee stock option plans,
employee stock purchase plans and restricted stock
plans with fully-automated administration, as well as
accounting, reporting and scenario modeling tools;
integrated stock plan solutions including multi-
currency settlement and delivery, disbursement in 33
countries, streamlined tax calculations and country
code compatibility;
stock plan and investing education, restricted stock
sales support, custom 10b5-1 plan design and
implementation, SEC filing assistance; and
dedicated stock plan service representatives with live
support in six languages in addition to phone-based
translation in 140 languages.
Equity Edge Online™ recordkeeping and reporting
was rated #1 in Loyalty and Overall Satisfaction
for the fourth year in a row by Group Five, an
independent consulting and research firm, in its 2015
Stock Plan Administration Study Industry Report.