June 12, 2018

E*TRADE Opens the Lid on Equity Award Benchmarks with Aon PeerTracker Addition

Stock plan participants and administrators can now compare their awards and plans to peer groups directly through etrade.com and Equity Edge Online®

NEW YORK--(BUSINESS WIRE)-- E*TRADE Financial Corporate Services, Inc. today announced the addition of Aon's PeerTracker to the E*TRADE stock plan administration platform Equity Edge Online (EEO) and stock plan participant pages on etrade.com. PeerTracker enables participants to monitor their performance awards and benchmark them against similar employers who administer stock plans.

"E*TRADE's digital platforms paired with the robust capabilities of PeerTracker deliver a powerful one-two punch," said Scott Whatley, President of E*TRADE Financial Corporate Services, Inc. "When participants think about their stock plan, context is critical in understanding the value. With this collaboration, we are enhancing our customers' ability to make informed, smart decisions by providing a spot check on how their awards are performing today and how their company stacks up against the competition."

With this feature, stock plan participants of clients who enable the use of PeerTracker can now:

  • Access the PeerTracker dashboard directly from the stock plan section of etrade.com
  • Compare historical Total Share Return (TSR) data of their company against a peer group identified by PeerTracker

And plan administrators who enable PeerTracker can now:

  • Access PeerTracker data and feed it directly into EEO
  • Receive live, automated performance updates directly into EEO, removing the need to log on and update manually
  • Export data simply and efficiently

"The connection between E*TRADE and Aon's PeerTracker system is a significant step in the evolution of communicating and tracking performance equity," said Daniel Kapinos, Associate Partner and Head of PeerTracker at Aon Radford. "Allowing participants to see an updated view of their performance awards directly on etrade.com will help companies get more out of their performance equity plans, creating transparency and simplicity with what can be a complex award. This is a big win for companies and their participants."

For useful insight from E*TRADE and third-party investment professionals, follow the company on Twitter, @ETRADE.

About E*TRADE Financial and Important Notices

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 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, a Federal savings bank, Member FDIC, or its subsidiaries. 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 Financial, E*TRADE, and the E*TRADE logo are trademarks or registered trademarks of E*TRADE Financial Corporation. ETFC-G

E*TRADE and AON Radford are separate and unaffiliated companies.

© 2018 E*TRADE Financial Corporation. All rights reserved.

E*TRADE Media Relations
646-521-4418
mediainq@etrade.com
or
E*TRADE Investor Relations
646-521-4406
IR@etrade.com

Source: E*TRADE Financial Corporation

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