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Introduction

The E*TRADE Equity Edge Online® (EEO) Developer Platform enables E*TRADE Financial Corporate Services’ clients and developers to create their own Participant Experience Application that leverage E*TRADE's EEO extensive offerings like submitting or retrieving participant, grants, payroll and transactional data. The platform also allows E*TRADE partners and clients who currently use EEO to integrate their system of records for HRIS/Payroll purposes.

Using the E*TRADE EEO Developer Platform, you can:

  • Authenticate external applications with EEO
  • Submit or retrieve Participant, Grants, Payroll (Tax) and perform Transactions.

Terminology

Keep in mind, this documentation assumes that you (the developer or stock plan administrator [SPA]) is familiar with EEO concepts and market terminology. For more information or clarification of market terms, please visit the E*TRADE Financial Help Center – SFDC Article on Help

Architecture

The E*TRADE Developer Platform provides most of its services via a REST API. Most of the API features are accessed via simple HTTP GET and POST requests. Requests that require detailed input, such as Participants, Awards and Reports use an HTTP POST request, with the parameters included as JSON data.

Authorization

The E*TRADE EEO Developer Platform provides most of its services via a REST API. Most of the API features are accessed via simple HTTP GET / POST requests. Requests that require detailed input, such as participant and grant submissions, use an HTTP POST request, with the parameters included as JSON data.

For further information regarding access to APIs, please contact your respective Relationship Manager.

Requesting Keys

To request your keys, you must refer to API Management Knowledge article online here.