Plan ahead—Flexible Plan hours on Good Friday (April 19)

Our office will be closed on Friday, April 19, in observance of the Good Friday holiday and market closure. Clients can log in to www.ontargetinvesting.com at any time to access daily account information, quarterly statements, and more. Regular office hours will resume on Monday, April 22, along with the Weekly Update.

First-quarter statements

First-quarter account summaries and OnTarget statements are scheduled to be delivered this week. For those clients who have elected to receive our correspondence electronically, be sure to go to www.ontargetinvesting.com 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.

Now available: A new aggregation tool by E*Trade Advisor Services

Staying on top of your finances is the key to living your best life. But with pieces of your financial puzzle scattered in so many places, it can be difficult to see where you stand.

E*Trade’s new free aggregation tool, CompleteView, makes managing your Flexible Plan accounts easier. CompleteView allows you to get a more complete picture of all of your finances in one place.

You can access CompleteView the next time you log in to the Liberty platform after agreeing to the terms and conditions. If you have any questions, feel free to call our Client Services team at 800-347-3539.

E*Trade Advisor Services announces new name to account owners

Earlier this year TCA by E*Trade announced its new name E*Trade Advisor Services. An insert regarding the new name will be included with Q1 2019 account statements issued by E*Trade Advisor Services. A sample of the client communication is available here. The Liberty experience will remain the same for advisers and clients.