Phone system upgrade
On April 30, we will be converting to a new phone system. While we anticipate a smooth transition, there is the possibility of a service interruption between 11 a.m.–1 p.m. (ET). We apologize for any inconvenience this may cause and appreciate your patience.

E*Trade Advisor Services clients: Sign up for e-statements and avoid fees

If you sign up for e-delivery of your quarterly statements from E*Trade Advisor Services, you will avoid a quarterly $5.00 print and delivery fee. Signing up for e-statements helps the environment, reduces clutter, and allows you to access and store your statements safely and securely online. Simply log in to sign up.

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.