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Year-End Dividend Postings

12/27/2017

 
Due to high levels of dividend and related price activity currently being processed at year-end, it is possible that some client accounts may experience short-term valuation discrepancies as these processes complete. 

Year End Dividend Postings


Market and/or Early Market Closures – Christmas and New Years 2017/2018

12/27/2017

 
Market and/or Early Market Closures – Christmas and New Years 2017/2018


4th Quarter Statement Message

12/26/2017

 
4th Quarter Statement Message


ETF Custody Advantage Fund List

12/20/2017

 
The updated ETF Custody Advantage List is now available under the Quick Links on the right side of the page.
Please contact your relationship manager with any questions.
 



Custody Advantage

12/20/2017

 
The updated Custody Advantage List is now available under the Quick Links on the right side of the page.
Please contact your relationship manager with any questions.

Additional Features Now Available in Liberty

12/13/2017

 
Additional Features Now Available in Liberty


TCAdvisor™ and Liberty System Maintenance Notice

12/13/2017

 
Please note the following System Maintenance down times for TCAdvisor™ and Liberty:
December 14, 2017 from at 6:00 pm MT until December 15, 2017 at 4:00 am MT.

Please contact your relationship manager with any questions.


TCA Introduces the Ability to Trade the Other Assets (Null) Model & Exclude a Hold Model from Processing

12/7/2017

 
TCA Introduces the Ability to Trade the Other Assets (Null) Model & Exclude a Hold Model from Processing


TCA Now Offers Tax Efficient Transfers through Cross Model Processing

12/6/2017

 
TCA Now Offers Tax Efficient Transfers through Cross Model Processing


    Please contact your Client Service Advocate if you have any questions or concerns about these posts.

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E*TRADE, E*TRADE Advisor Services, and Liberty are registered trademarks or trademarks of E*TRADE Financial Corporation. All other trademarks mentioned herein are the property of their respective owners. Product and service offerings are subject to change without notice.


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