Connect E*Trade

E*Trade is an equity management integration that syncs grant data to Pave. There are two ways to connect: scheduled report delivery or API.

• Report delivery sends equity data to Pave automatically on a monthly schedule via a GEM (Global Exchange Manager) site. This method requires coordination with your E*Trade Client Success Manager.
• API connects directly using credentials you generate in Equity Edge Online (EEO). Data syncs automatically after setup.

Before you connect

• You need admin access to Equity Edge Online (EEO).
• For the report method, you need the ability to submit a case to your E*Trade Client Success Manager (CSM).
• For the API method, you need API Management access in EEO. Work with your EEO Relationship Manager and Client Success Manager to confirm this is enabled.

Connect E*Trade to Pave

Report delivery

1. Submit a case to your E*Trade Client Success Manager (CSM) requesting a new GEM site. Include the following details:
   • GEM Site Name: [YourCompanyName]_Pave_Report
   • Request a Service Account User for EEO report automation
   • Request access for the following Pave user: username svcextPAVE, email integrations@pave.com, phone 415 358 7880
2. Once the GEM site is ready, confirm with your Pave team that the connection is in place.
3. In EEO, schedule the EEO Personnel Vesting Summary report to deliver monthly to the Pave GEM site.
4. In Pave, go to Connections, find E*Trade Report, and click Complete.

A member of Pave's integrations support team will pick up the report file on the cadence determined by you and your account team.

API

1. In Equity Edge Online (EEO), go to System > API Management.
2. Under Results, click + New.
3. Under App Name, add a new choice and enter Pave.
4. Select the non-human Service Account username.
5. For Instance Name, select Production.
6. Click Save.
7. In Pave, go to Connections, find E*Trade API, and enter the Client ID and Client Secret from EEO.
8. Click Submit.

Troubleshooting

No data appears after connecting via report delivery The first report will arrive on the next scheduled delivery date. If you set up the report on a monthly schedule, data may not appear until the next month.

Report delivery stops working SFTP passwords used for report delivery expire every 60 days. If reports stop arriving, the password may need to be reset.

API returns no records If E*Trade has no equity data for your company, the API will return an empty result. Verify that your EEO account has active grants before connecting.

Invalid API credentials If the connection fails after entering your Client ID and Client Secret, verify that the credentials were generated for the Production instance and that the Service Account username was selected during setup.

Fields that sync

Custom mappings may apply to your account.

• Employee ID
• Grant number
• Grant date
• Grant type (ISO, NQ, RSU, PSU, RSA, PSA)
• Share count
• Currency (may require mapping)