COMING SOON: Straight Thru Processing for One-Time ACH Contributions

We have an upcoming enhancement to Liberty that will allow for one-time ACH contributions to be processed automatically with an Advisor Authorization on file for the account. This means that professional users who have authorization on the account do not need to submit an additional form. Please note that this does not include employer-sponsored accounts or rollover contributions, as those require additional signatures/client instructions.

More information will be available soon. If you have any questions, please contact your Client Service Advocate.