WHO IS E*TRADE ADVISOR SERVICES?
E*TRADE Advisor Services is a qualified custodian that has been protecting the assets of investors since 1972. Our technology provides the access, transparency, and security you need to monitor your investments and feel confident in their safekeeping.
E*TRADE Advisor Services provides a technology, custody, and service platform called Liberty. Our platform has an inviting, user-friendly interface that makes it easy for you to access your account information, including positions, performance, and pending account activity. This online portal is optimized for smartphones and other mobile devices, so you can access your account information securely from anywhere in the world.
Through your financial advisor, we send you quarterly statements in addition to providing real-time access to your online account. These statements provide transparency to your account and performance.
Cus·to·di·an (noun): a specialized financial institution that holds investors’ securities and other assets to help safeguard against the risk of the investor losing their securities and other assets or having them stolen.
Custodians also offer other services including:
Reporting the status
Collection of dividends