E*TRADE Launches New Planning Center That Helps Participants Integrate Their Stock Plan Benefits into an Investment Plan
September 21 2018 - 9:00AM
Business Wire
New Planning Center offers a holistic view of
one’s stock plan assets, combining education with a laser-focus on
user experience
E*TRADE Financial Corporate Services, Inc. today announced
the launch of a Planning Center that helps participants easily
factor their stock plan benefits into the context of their overall
financial strategy. The new, easy-to-understand digital dashboard
offers a number of tools to help participants:
- Prepare for upcoming events related to
their stock plan
- Understand the potential tax
implications on their benefits before taking action
- Explore different ways to use proceeds
to help meet their financial goals, such as buying a home, saving
for retirement, or paying for college
- Consume educational content tailored to
the stock plan awards they receive from their company, enabling
them to take an investment opportunity and turn it into action
“Too often, stock plan participants see their equity
compensation as a bonus to help meet short-term goals, and one that
is distinct from their long-term financial wellness,” said Scott
Whatley, President of E*TRADE Corporate Services. “With the
Planning Center, we aim to help participants learn how their stock
plan benefits fit into their larger financial picture and how they
can make a meaningful difference in achieving some of life’s
biggest financial goals.”
For useful trading and investing insights from E*TRADE,
follow the company on Twitter, @ETRADE.
About E*TRADE Financial and Important
Notices
E*TRADE Financial Corporation and its affiliates do not
provide tax advice, and you should always consult your own tax
advisor regarding your personal circumstances before taking any
action that may have tax consequences.
The E*TRADE Financial family of companies provides
financial services, including trading, investing, banking, and
managing employee stock plans. Employee stock plan solutions are
offered by E*TRADE Financial Corporate Services,
Inc. Securities products and services are offered
by E*TRADE Securities LLC (Member FINRA/SIPC). Commodity
futures and options on futures products and services are offered by
E*TRADE Futures LLC (Member NFA). Managed Account Solutions
are offered through E*TRADE Capital Management, LLC, a Registered
Investment Adviser. Bank products and services are offered
by E*TRADE Bank, and RIA custody solutions are offered
by E*TRADE Savings Bank, both of which are national federal
savings banks (Members FDIC). More information is available
at www.etrade.com.
In connection with stock plan solutions offered by E*TRADE
Financial Corporate Services, Inc., E*TRADE Securities LLC
provides brokerage services to stock plan participants.
E*TRADE Securities LLC and E*TRADE Financial Corporate Services,
Inc. are separate but affiliated companies.
E*TRADE Financial, E*TRADE, and the E*TRADE logo
are trademarks or registered trademarks of E*TRADE Financial
Corporation. ETFC-G
© 2018 E*TRADE Financial Corporation. All rights
reserved.
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