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Q3 2015ConvergEX update

11/25/2015

 
The updated September ConvergEX has been posted to the Quick Link on the right side of this page.

Market and/or Early Market Closures – Thanksgiving Day, November 26, 2015

11/24/2015

 
Market and/or Early Market Closures – Thanksgiving Day, November 26, 2015

Holiday Closures

11/24/2015

 
In observance of the holidays, TCA will be closed on:
Thursday, November 26; Friday, December 25, 2015; Friday, January 1, 2016.

TCA will close the office at 2:00 pm on Friday, November 27 and Thursday, December 24, since all major markets close at 1:00 pm EST. 

If you have any questions regarding this notice, please contact your relationship manager.

 
 

Money Manager Listing 4th Quarter

11/20/2015

 
Money Manager Listing

Blotter Report Now Available on Liberty

11/18/2015

 
Professional users can now view the Blotter Report on Liberty. The same Blotter Report that you are used to viewing on TCAdvisor is now available on Liberty. 

From the Trading Tab, the Blotter Report is accessed directly from the Trade Blotter. The report provides you the ability to create and save multiple customized trade reports based on the trade orders currently displayed on the Trade Blotter.

Please click the Liberty Blotter Report User Guide to learn more about this new feature.

If you have questions, please contact your relationship manager.

2015 Year End Reminders

11/18/2015

 
This communication includes the following notices:
  • Distributions for 2015 must be processed by 2 pm MT, December 31, 2015
  • Roth Conversions must be processed by 2 pm MT, December 31, 2015
  • December 2015 Statement Messages by January 6, 2016
  • Qualified Plans and 401(k) Establishment Deadlines by December 31, 2015
  • Cost Basis Reports
  • RMD Report
  • January 2016 RMD Systematic Distributions
  • Miscellaneous Deposits
  • Annual Privacy Notice
  • Holiday Closure
Distributions for 2015 must be processed by 2 pm MT, December 31, 2015
Distribution requests, including those where federal and/or state withholding is requested, must be processed by TCA no later than 2 pm MT, December 31, 2015 to allow time to deposit withholding for tax year 2015. In order to meet this deadline, please ensure that the applicable distribution forms are

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Updated Fund Notification List Now Available

11/18/2015

 
The updated Fund Notification List is now available under Quick Links to the right of this page.
 
Please contact your relationship manager with any questions.
 

TCAdvisor™ and Liberty System Maintenance Notice

11/17/2015

 
Please note the following System Maintenance down times for TCAdvisor™ and Liberty:
Thursday, November 19, 2015 from 6:00 pm until 4:00 am MT, Friday, November 20, 2015

Saturday, November 21, 2015 from 8:00 am until 6:00 pm MT
Please contact your relationship manager with any questions.

    Please contact your Client Service Advocate if you have any questions or concerns about these posts.

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