RIAconnection
  • Bulletins
  • Fund Notification

Reminder - Former Trust Company of America Forms

12/28/2018

 
Reminder - Former Trust Company of America Forms

Additional information about the monthly electronic funds transfer (EFT) summary  notifications to account owners

12/26/2018

 
Additional information about the monthly electronic funds transfer (EFT) summary  notifications to account owners

Year End Dividend Postings

12/26/2018

 
Year End Dividend Posting

2018 Year End Reminders

12/26/2018

 
2018 Year End Reminders

New - Rebranding Strategy, Preparing for Transition to New Brand

12/19/2018

 
If you are having trouble reading this email, read the online version.
 
Dear Valued Partner,
 
As part of our rebranding strategy, we are preparing to transition from our interim brand, TCA by E*TRADE, to our new persistent brand, E*TRADE Advisor Services. This transition will happen on January 28, 2019, when we plan to officially launch our new name and new brand.
 
To assist you in preparing for this transition, we have started updating applications and forms with our new branding and disclosures. Click here to download. We want to get these new documents to you well in advance of the official transition, so you have time to prepare accordingly and incorporate these most commonly used forms into your workflow. We will publish more forms and applications as they are updated, but this initial batch should help to get you started. As of January 28, 2019, we would encourage you to start using these updated forms and applications that will also be available on our website.
 
As we did when we transitioned from TCA to TCA by E*TRADE, we will honor paperwork “in flight” for a period of time after the January 28, 2019, launch.
 
Again, our goal is to get these updated forms and applications to you well in advance so you, in turn, can get them implemented into your process appropriately with a minimum degree of disruption.
 
If you have any questions concerning these new forms and applications, please contact your Relationship Manager. As always, we thank you for your business and your continued support.


New - Liberty System Maintenance Notice

12/19/2018

 
Please note the following System Maintenance down times for Liberty:
December 20, 2018 from 6:00 pm MT to 9:00 pm MT.


Please contact your relationship manager with any questions.

New - Market and/or Early Market Closures – Christmas and New Years 2018/2019

12/19/2018

 
Market and/or Early Market Closures – Christmas and New Years 2018/2019

New - 2018 Year End Dividend Postings

12/18/2018

 
2018 Year End Dividend Postings

New - 4th Quarter Statement Message

12/17/2018

 
4th Quarter Statement Message

Former Trust Company of America branded forms will no longer be accepted Effective January 1, 2019

12/12/2018

 
Former Trust Company of America branded forms will no longer be accepted Effective January 1, 2019
<<Previous
    Please contact your Client Service Advocate if you have any questions or concerns about these posts.

    ​Quick Links
    ​

    Money Manager Listing 

    ​Liberty Login
    ​
    
    Virtu Execution Scorecard
    ​

    Income Conductor User Guide

    Tech Partnerships - Pricing Discounts

    Archives

    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    January 2020
    December 2019
    November 2019
    October 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    January 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    November 2016
    October 2016
    September 2016
    August 2016
    June 2016
    May 2016
    April 2016
    March 2016
    February 2016
    January 2016
    December 2015
    November 2015

    Contact Us
    1-303-705-6000
    ​
Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

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.


E*TRADE Savings Bank and its affiliates (“E*TRADE”) do not warrant these products, services and publications against different interpretations or subsequent changes of laws, regulations and rulings. E*TRADE does not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.


© 2019 E*TRADE Savings Bank, doing business as “E*TRADE Advisor Services.” Member FDIC. All rights reserved.
  • Bulletins
  • Fund Notification