Brokers

EASi is broker independent so our customers can choose to work with any broker they prefer. The following brokers are among the growing number that have clients who rely on EASi:

Raymond James

Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.

Morgan Stanley Smith Barney

Morgan Stanley Smith Barney is today's pre-eminent financial services company and a global leader in wealth management that provides stock plan management services.

UBS Financial Services, Inc.

UBS is a leading global financial services firm offering wealth management, asset management, and investment banking services to private, corporate, and institutional clients worldwide. Comprehensive solutions-based wealth management products and services are available to corporate clients including directed share programs, corporate cash management, structured products, institutional consulting, retirement plans, equity compensation plans and executive services. UBS currently provides equity compensation plan administration and transaction services to over 110 companies with participants in over 150 countries.

Bank of America Merrill Lynch

When it comes to building workplace benefits solutions, the provider you choose can shorten your path to success. With vast resources and capabilities, Bank of America Merrill Lynch delivers industry-leading retirement and benefit plan solutions for companies of all shapes and sizes. We seek to be a trusted resource to help you manage your business and help your employees achieve financial wellness. Let us put our expertise to work for you.

Boenning & Scattergood

Established in 1914, Boenning & Scattergood provides individual investors, corporate and municipal clients and institutions a full complement of financial services.

SunTrust Bank

SunTrust Banks, Inc. is one of the nation's largest commercial banking organizations.

WR Hambrecht + Co

WR Hambrecht + Co is an investment banking and brokerage firm headquartered in San Francisco that offers a variety of services including stock plan (ESOP) services to corporate clients.

Janney Montgomery Scott LLC

For 175 years, Janney Montgomery Scott LLC has been dedicated to helping clients plan, protect and grow wealth.