Tech IndustryAug 31, 2019
Appleya722ha

Etrade Stock plan account

Hey Guys, Did anyone move vested RSUs & ESPP from stock plan account to retail brokerage account at Etrade? Since market is volatile I would like to set up Stop Limits and Trailing Stop limits for all vested RSUs & ESPP and it looks like we cannot access these options in stock plan account.

Microsoft ipv Aug 31, 2019

You don't have those options on E-Trade RSU and ESPP accounts. It just allows market or stop limit order orders.

Apple YflH45 Aug 31, 2019

But we can use those options once the stocks are moved to retail brokerage account.

Microsoft ipv Aug 31, 2019

I didn't know u can move to retail brokerage account. Check with customer care

Apple kill9 Aug 31, 2019

Can u do it on your individual plan ?

Intel BobSwine Sep 1, 2019

I can definitely do that on my corporate account. Call E*TRADE if you have a retail account with them they can auto transfer vested equities to your retail account where you can set limit orders. In a shit show market ESPP quicksale is the best BTW.