Please note the following System Maintenance down times for Liberty:
Feb 1, 2018 from 8:00 pm - 10:00 pm MT.
Please contact your relationship manager with any questions.
Dear Valued Partner,
We want to notify you that we will be sending a mailing to your clients with assets at Trust Company of America (TCA) announcing the upcoming merger with E*TRADE Savings Bank, and providing them with updated Terms and Conditions documents related to your accounts.
Click here to read more: E*Trade Update from Josh Pace about upcoming Terms and Conditions mailing
2017 Forms 1099-R will be mailed by and available online on January 31, 2018.
All RMD account owner letters will be mailed by January 31, 2018.
Let your relationship manager know if you have questions.
2017 Forms 1099-R and 2018 RMD Mailing Reminder Notice
Please contact your Relationship Manager if you any questions or concerns about these posts.