The takeaway

With Gradifi – offered through E*TRADE’s FinancialCore – full-time, benefits-eligible employees have access to actionable resources for taking charge of planning and paying for college. This includes one-on-one counseling, a library of financial education resources, and access to Gradifi’s student loan refinancing marketplace.

Financial counseling

Get personal support for student loan and college planning through American Student Assistance® (ASA). ASA is a national nonprofit organization dedicated to helping individuals and families make decisions about planning for, paying for, and repaying higher education loans. 

Refinancing student loans

Gradifi FinancialCore gives you access to student loan refinancing lenders, with rates that may lower your interest and monthly loan payments. 

You can also use Gradifi’s personalized calculators to make payment plans that fit with your personal financial goals.

Learning resources

You can also use Gradifi FInancialCore’s interactive learning modules to learn the basics about financial planning for higher education, as well as planning and investing for your future.

Registering your Gradifi FinancialCore account

  1. Visit the Gradifi app on your Okta dashboard.
  2. Create an account to access your participant portal and benefits.
  3. If you have loans, enter your loan information to customize your dashboard.
  4. Explore Gradifi’s resources and tools — see how your actions can improve your financial wellness and help you become debt free.

Refer to the Gradifi FinancialCore participant registration guide for detailed instructions.