Profile: E*TRADE Financial Corp (ETFC.OQ)

ETFC.OQ on NASDAQ Stock Exchange Global Select Market

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E*Trade Financial Corporation, incorporated on September 4, 2003, is a financial services company that provides brokerage and related products and services. The Company focuses on delivering its digital solutions for traders, investors, advisors, and stock plan administrators and participants. It provides services to customers through its digital platforms and network of industry-licensed customer service representatives and financial consultants, over the phone, by email and online via two national financial centers and in-person at approximately 30 regional financial centers across the United States. The Company operates its federally chartered savings banks for the purpose of deposits generated through its brokerage business.

The Company's brokerage business is organized into four product areas: Trading, Investing, Corporate Services and Advisor Services. Additionally, it offers banking and cash management capabilities, including Federal Deposit Insurance Corporation (FDIC)-insured deposit accounts, which are fully integrated into customer brokerage accounts. Among other features, customers have access to debit cards with automated teller machine (ATM) fee refunds, online and mobile bill pay, mobile check deposits and Apple Pay. Its Online Service Center serves as a portal where customers can request services on their accounts and obtain answers to frequently asked questions. The online service center also provides customers with the ability to send a secure message and/or engage in live chat with one of its customer service representatives. In addition, it offers its Investor Education Center, providing customers with access to a variety of live and on-demand educational content and courses.


The Company's Trading products deliver automated trade order placement and execution services. It offers its customers a range of investment vehicles, including the United States equities, exchange-traded funds (ETFs), options, bonds, futures, American depositary receipts (ADRs), and non-proprietary mutual funds. Margin accounts are also available to qualified customers, enabling them to borrow against their securities. It provides margin solutions, including calculators and requirement lookup and analysis tools, helping customers strategize, plan, and execute margin trades.

The Company markets trading products and services to self-directed investors and active traders. Products and services are delivered through Web, desktop, and mobile digital channels. Trading and investing tools are supported by guidance, including fixed income, options, and futures specialists available on-call for customers. Other tools and resources include independent research and analytics, live and on-demand education, and strategies, trading ideas, and screeners for major asset classes.


The Company's Investing products help investors build wealth and address their long-term investing needs. Products and services include individual retirement accounts (IRAs), including Roth IRAs, virtual advice through its Adaptive Portfolio product, managed investment portfolios, unified managed accounts, and separately managed accounts. Investors are provided a range of digital tools through Web and mobile channels to address their investing needs. These include resource centers, allocation tools, educational, and editorial content. The Company also offers guidance through a team of licensed Financial Consultants and Chartered Retirement Planning Counselors.

Corporate Services

The Company's Corporate Services channel provides stock plan administration services for both public and private companies. Through its platform, Equity Edge Online, the Company offers management of employee stock option plans, employee stock purchase plans, and restricted stock plans with fully-automated stock plan administration, as well as accounting, reporting, and scenario modeling tools. The integrated stock plan solutions include multi-currency settlement and delivery, disbursement in international countries, and streamlined tax calculation. The Company's digital platforms allow participants in corporate client stock plans to view and manage their holdings. Additionally, participants have access to educational tools, restricted stock sales support, and dedicated stock plan service representatives.

Advisor Services

The Company provides custody services to independent registered investment advisors (RIAs). Liberty, its technology platform, includes modeling, rebalancing, reporting and practice management capabilities that are customizable for the RIAs. The Company has also launched a referral program, the E*TRADE Advisor Network, through which its financial consultants can refer retail customers to pre-qualified RIAs on its custody platform.

Company Address

E*TRADE Financial Corp

11 Times Sq Fl 32
NEW YORK   NY   10036-6622
P: +1646.5214340
F: +1302.6365454

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