34th Annual E*TRADE Directions

An elite, virtual program bringing together thought leaders in equity compensation.

FAQ

Here are answers to some of the questions you may have. Please continue to check the website for updates, as we will post new information here first.

Is there a fee associated with attending the virtual sessions?

No, enjoy our virtual content at no cost. We are glad you will join us!

Will E*TRADE Corporate Services be hosting their sweepstakes during the virtual program, where I can earn badges and be entered to win the sweepstakes?

It wouldn’t be Directions without some fun! You can qualify for exciting prizes by downloading the mobile app, checking into sessions, completing session surveys, and much more! There will be a drawing at the end of each day that we host sessions.

Will I get credits for the virtual sessions?

Yes, continuing education credits will be offered for each session but you need to make sure you check into the session. If you do not check in, you will not automatically receive continuing education credit. You can see what each session qualifies for in the session description on the Agenda page. Potential credits will include CEP, CPE, and WorldatWork.

How do I check into sessions to make sure I receive continuing education credit?

The easiest way to check in and ensure you receive credit is to check in through the Directions mobile app. When you join the session, open the mobile app on your phone and simply select the session. Select “Check in”. Your session moderator will give you a check-in code for that session.

How will I be reminded of my upcoming session(s)?

You will have the ability to add the session to your calendar in the email confirmation. You will also receive timely reminders through the mobile app, the day(s) of your session(s).

Can I receive a copy of the presentation delivered in the virtual session?

The presentations for each session will be available in the mobile app.

How do I download/install the Directions mobile app?

The Directions mobile app will be available mid-May. When it is here, you will receive an email with instructions on how to download and install.

Will my original registration for the Directions live conference automatically convert to the virtual sessions?

No, since the virtual sessions are being offered on different dates starting in June, attendees must register for the virtual sessions.

Is there a limit on the number of attendees per sessions?

Yes, we will be setting a cap on the number of attendees per sessions to deliver the best possible experience. If we reach the cap and you are unable to register, you will be notified that you are on a waitlist. If you are on the waitlist, you will receive additional communications from us and we will make best efforts to include you in the session. If we are unable to include you and demand for the sessions remains high, we will look to schedule a separate virtual event for the session.

E*TRADE Financial Corporate Services, Inc. is located at 3 Edison Drive, Alpharetta, GA 30005.

Some of the content for E*TRADE Directions 2021 will be provided by third parties not affiliated with E*TRADE Financial Corporate Services, Inc. or any of its affiliates. No information contained therein will be endorsed or approved by E*TRADE Financial Corporate Services, Inc. or its affiliates and E*TRADE Financial Corporate Services, Inc. and its affiliates are not responsible for the content.

E*TRADE Financial Corporate Services, Inc. reserves the right to limit attendance at its own discretion.

This is not an offer to sell or a solicitation of an offer to buy securities, products or services, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation.

The E*TRADE Financial family of companies provides financial services that include trading, investing, banking, and managing employee stock plans.

Securities products and services are offered by E*TRADE Securities LLC, Member FINRA/SIPC .

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 Corporate Services, Inc. and E*TRADE Securities LLC are separate but affiliated subsidiaries of E*TRADE Financial, LLC, a business of Morgan Stanley.

The laws, regulations, and rulings addressed by the products, services, and publications offered by E*TRADE Financial Corporate Services, Inc. and its affiliates are subject to various interpretations and frequent change. E*TRADE Financial Corporate Services, Inc. and its affiliates do not warrant these products, services, and publications against different interpretations or subsequent changes of laws, regulations, and rulings. E*TRADE Financial Corporate Services, Inc. and its affiliates do not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

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