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The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. This communication includes the following notices:
TCA has spent time testing the Windows 10 Edge browser and it’s compatibility with Liberty and TCAdvisor. If you plan to upgrade to Windows 10 with the Edge browser please consider the following.
Liberty: Liberty works as expected using the Edge browser. While the bar chart on your Overview page may be a little different, the data and information is there - Edge users will hover over the HighChart bar chart in order to see the associated amount. TCAdvisor: TCAdvisor will not launch from Edge. Oracle provides the following explanation for this behavior: ‘In Windows 10, the Edge browser does not support plug-ins and therefore will not run Java. Switch to a different browser (Firefox or Internet Explorer 11) to run the Java plug-in. More info’ This is expected to be a permanent condition since TCAdvisorII needs the Java plugin to launch from the browser and Microsoft has no plans to support plugins in Edge. If you plan to upgrade to Windows 10 with the Edge browser please know what to expect. If you’ve not done so already, TCA is strongly encouraging you to adopt and become familiar with the Liberty application. Please schedule a Liberty demo with your relationship manager to learn the functionality and it’s benefits. The updated Fund Notification List is now available under Fund Notifications at the top right side of the page.
Please contact your relationship manager with any questions. Please note the following System Maintenance down times for TCAdvisor™ and Liberty:
December 17, 2015 from 6:00 PM MT until 4:00 AM MT on December 18, 2015. Please contact your relationship manager with any questions. Now that Full ACATS transfers has been launched and implemented, we are ready to announce that partial ACATS Transfers Out is now available:
Some highlights:
TCA Now Live with Partial ACATS Transfers Out To date, we have completed various phases of the new tax reporting rules for cost basis.
The first phase took effect on January 1, 2011, and addressed equities. The second phase, which began January 1, 2012, expanded to mutual funds. On April 18,2015 the US Treasury Department and IRS released the final regulations for cost basis reporting of debt instruments. This is the third and final implementation phase of the cost reporting law, contained within the Energy Improvement and Stabilization Act of 2008. Debt Instruments:
Cost Basis and Complex Bonds |
Please contact your Client Service Advocate if you have any questions or concerns about these posts.
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