The updated Fund Notification List is now available under Fund Notifications located at the top of the main page of the RIAconnection.
 
Please contact your relationship manager with any questions.

Additional Features Now Available in Liberty

Click here to view :  Liberty Office and Client Management User Guide
                                  Liberty Trading User Guide

Clients can now import their 1099 tax data into H&R Block software

Click here: H&R Block Integration User Guide

Please note the following System Maintenance down times for Liberty:
February 15, 2018 at 6:00 pm MT until February 16, 2018 at 4:00 am MT.

Please contact your relationship manager with any questions.

All non-retirement account tax forms will be mailed by and available online on February 15, 2018.
Non-retirement tax forms being mailed include Forms 1099-B, 1099-DIV, 1099-INT, 1099-MISC and 1099-OID, their associated detailed reports, a fee statement (if applicable) and a reference sheet titled 1099 Reporting Information for 2017.
The 1099 Reporting Information for 2017 insert is attached for your review.
If you have questions regarding this notice, please contact your relationship manager.

Click here for - 1099 Reporting Information for 2017 insert