E*TRADE for Non-Profits.
July 03, 2022
E*TRADE for Non-Profits.
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with E*TRADE
We use E*TRADE to buy and sell securities and other commercial paper for companies based in the United States and around the world. The business problem it immediately addressed was to allow us to enter markets around the world from one portal. We are able to invest or divest in a variety of markets with little or no difficulty.
- Buying Stocks and Bonds.
- Selling Stocks and Bonds.
- Providing material information on a timely and complete basis.
- The screens are sometimes crowded with generally related items.
- Drilling down is acceptable for some investments but not for all.
- The method for extracting funds can sometimes take a while.
- The ability to invest and divest in a very short amount of time.
- Accurate reporting.
- Ease of access.
- E*TRADE has allowed us to move most of our investment activities in-house.
- We have saved a lot of funds by going to E*TRADE and managing our investments.
- We have saved a great deal of time and effort in performing simple transactions that are time-sensitive.
- Acumen Invest, Active Trader Pro (Fidelity Investments) and Allvue Investor Portal
E*TRADE allows ease of use and reasonable fees. We selected E*TRADE because they offer the set of applications we were seeking. We do not have to pay for expensive service access that we do not use. E*TRADE is compatible with our systems and their reporting has been simple to integrate into our systems.
Do you think E*TRADE delivers good value for the price?
Yes
Are you happy with E*TRADE's feature set?
Yes
Did E*TRADE live up to sales and marketing promises?
Yes
Did implementation of E*TRADE go as expected?
Yes
Would you buy E*TRADE again?
Yes