Fourth-quarter statements

Fourth-quarter account summaries and OnTarget Investing statements are scheduled to be delivered in the coming weeks. For those clients who have elected to receive our correspondence electronically, be sure to go to to verify that we have your current email address in our system. If you haven’t already done so, you can contact Client Services at 800-347-3539, ext. 1, to set up e-delivery.


Investing new accounts and deposits

Flexible Plan Investments makes every effort to invest new accounts and deposits at TCA by E*Trade on Monday, Wednesday, and Friday. High-priority trading activities may take precedence.


Use current TCA by E*Trade forms for timely account processing

To ensure timely processing on TCA by E*Trade accounts, it is very important to use current forms. In April 2018, all TCA forms were updated to reflect the new TCA by E*Trade brand.

Effective January 1, 2019, TCA by E*Trade will no longer accept older versions of account forms—only current versions of the TCA by E*Trade forms will be accepted.

Flexible Plan makes using the correct forms easy for you in two ways: (1) The online IMA can prepopulate the TCA by E*Trade application on several account types. (2) You can find the most current TCA by E*Trade forms by logging on to and selecting the Product Provider Forms option under the New Accounts menu.


TCA by E*Trade sends monthly summary of EFT activity

TCA by E*Trade is now sending account owners a summary of any electronic fund transfer (EFT) activity on a monthly basis. The summary notice will be delivered via Liberty for those clients who receive statements electronically. Paper delivery clients will receive the summary notice in the mail. A sample of the EFT summary notice can be viewed here, and a detailed explanation of the notice can be found here. Advisers can view the EFT summary statement through their Liberty access. If you have any questions regarding this notification, please contact our Client Services team at 800-347-3539, ext. 1.