Updated forms from TCA by E*Trade

TCA by E*Trade has redesigned their new account applications. The new forms are more specialized by account type. They have also introduced the Beneficial Ownership Information form. This form will need to accompany any Entity form currently in transit.

Flexible Plan summer hours

To thank Flexible Plan employees for their hard work and dedication, our office will close at 4 p.m. on Fridays from June 1 through August 31 to allow our staff to enjoy more of Michigan’s great summer.

Client security

Flexible Plan Investments takes the protection of our client accounts very seriously. As a friendly reminder, only client-signed distribution forms will be accepted. In certain circumstances, the client will be contacted to verify the distribution request. Thank you for supporting our efforts to protect our clients.