Fourth-quarter statements

Fourth-quarter account summaries and OnTarget Investing statements are scheduled to be delivered this week. 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.

Plan ahead—Office closed on January 21

The home office in Bloomfield Hills will be closed on Monday, January 21, for Martin Luther King Jr. Day. Regular business hours along with the Market Hotline will resume Tuesday, January 22. Remember, clients can log in to at any time to access daily account information, quarterly statements, detailed strategy descriptions, and news.

2018 tax forms

Tax forms will be mailed and available online through TCA by E*Trade’s Liberty website on the following dates:

  • Form 1099-R: January 31, 2019.
  • All nonretirement account tax forms: February 15, 2019.
  • RMD letters will also be issued to clients on January 31, 2019.

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.