Automatic Investments

E*TRADE Examples

The Challenge

I was asked to provide a design that allows customers to transfer funds from external accounts and invest them on a regular basis.

This required connecting and synchronizing several different systems, from external institutions to our internal books & records system.

I was given the following diagram as a starting point:

My Role

I attended extensive operations meetings to understand how the various systems would interact and what the limitations would be.

I created a sitemap and wireframes based on these discussions. They served as a valuable reference as planning evolved.

The Result

The finished product hides the complexity of the back-end systems, and rolls several seperate requests into a single task.

The interface presents a range of potential options and restrictions in a clean and straightforward manner.