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Equity compensation administration made easier

Concerned that managing your equity compensation plan is going to take too much

time? Don’t be. With highly attentive service, sophisticated process management, and

empowering technology, equity plan administration can be a breeze. Equity360 Admin™

is an intuitive, user-centric, global platform that improves plan sponsors’ experience—

and helps participants access what they need, when they need it.

Equity360 AdminTM platform

Equity360TM

TD Ameritrade

Support in implementation and beyond

Transitioning to a new equity compensation platform can feel daunting, and the last thing you want to do is get bogged down by details as you get up and running. Equity360 Admin comes with extensive support so you can feel comfortable every step of the way.

• Seamlessly transition from legacy systems

• Minimal touchpoints mean you don’t need to micromanage

• Dedicated support team that acts as an extension of your own throughout implementation and beyond

TDA 101214 SS 06/19

Equity360 Admin platform

Flexible administration options

Choose exactly what’s right for your organization; you can manage your plan on your own, share the responsibility, or have us take care of everything. It’s all up to you. Whatever you choose, you can feel confident that our personalized solutions will help you streamline processes, improve productivity, and tighten compliance.

• Administer multiple, separate award types from one convenient place

• Access a complete audit trail of transactions

• Easily cancel, replace, or modify grants

• Receive alerts that let you know when an activity requires your attention

• Choose the administration level that works best

for you—full or partial

Reporting made easy

We know managing financial reporting for equity compensation plans can be a lot of work. Our team supports you in the day-to-day reporting needs and larger financial implications of equity compensation plan administration.

If you don’t have dedicated reporting resources, don’t worry—we do. We can provide tax calculations and reports, complete accounting features, and an open channel of communication to ensure we’re meeting your reporting needs.

• More than 400 prebuilt reports you can use and customize right away

• Meet SEC and proxy reporting requirements confidently

• Automate processes, eliminate spreadsheets, and improve accuracy—faster and more affordably

• Real-time reporting and the ability to schedule reports in advance

TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2019 TD Ameritrade.

Equity360 Admin is the hub you deserve for

high-tech, low-stress equity compensation

plan management. We’re ready to add some

extra time back in your day—are you?

Call 800-811-9650 or visit tdameritrade.com/stockplans today to get started.

800-811-9650 | tdameritrade.com/stockplans