Plan ahead—Flexible Plan hours on February 5

Next Tuesday, February 5, our home office will be closing at 1 p.m. (EST) so that the staff can participate in an off-site team-building event. All trading signals generated on Tuesday will be executed, but we will have limited access to voicemail and email that afternoon. Thank you for planning your service needs, if possible, around this closure.

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.

Tax data for Turbo Tax and H&R Block

Tax data will be available for import into both Turbo Tax and H&R Block tax programs. Clients will need to establish a Liberty login and password before using the import process. Select “TCA by E*Trade” from the list of financial institutions and then authenticate your identity using your Liberty login and password. Online assistance is available through the Help Center services of both Turbo Tax and H&R Block. Note: This import process is not available on the free version of Turbo Tax.

TCA by E*Trade announces new name: E*Trade Advisor Services

Starting January 28, 2019, TCA by E*Trade will be known as E*Trade Advisor Services. At that time, the company’s rebranded website, marketing materials, forms, and applications will be made available to customers.

E*Trade Advisor Services will honor TCA by E*Trade paperwork “in flight” for the next 12 months. To ensure timely processing on E*Trade accounts, please use the most current forms. You can find the most current TCA by E*Trade forms by logging on to flexibleplan.com and selecting the Product Provider Forms option under the New Accounts menu.

The Liberty experience will remain the same for advisers and clients. For more details about the transition, please read the announcement letter here.