eTrade 2012 Annual Report Download - page 6

• two-second execution guarantee on all qualified market orders for Standard & Poor’s (“S&P”)
500 stocks and exchange-traded funds;
• margin accounts allowing customers to borrow against their securities;
• 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; and
• research and trading 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.
Retirement and Investing Products and Services
• no annual fee and no minimum individual retirement accounts; plus, Rollover Specialists to guide
customers through the rollover process;
• retirement planning resources including our easy-to-use Retirement planning calculator that provides a
customized action plan to help customers get on track with personal retirement savings goals, 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 with an investment of $25,000 or more from an
affiliated registered investment advisor, which provides one-on-one professional portfolio
management;
• unified managed account advisory services with an investment of $250,000 or more from an affiliated
registered investment advisor, 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;
• comprehensive Investor Education Center that provides investing and trading resources via online
videos, web seminars and web tutorials; and
• FDIC insured deposit accounts, including checking, savings and money market accounts.
Corporate Services
We offer software and services for managing equity compensation plans for corporate customers. Our
Equity Edge OnlineTM platform facilitates the management of employee stock option plans, employee stock
purchase plans and restricted stock plans, including necessary accounting and reporting functions. This is a
product of the trading and investing segment since it serves as an introduction to E*TRADE for many employees
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