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Updated Fund Notification List Now Available

12/9/2015

 
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.
 

TCAdvisor™ and Liberty System Maintenance Notice

12/9/2015

 
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.

Custody Advantage

12/2/2015

 
The updated Custody Advantage List is now available under the Quick Links on the right side of the page.
Please contact your relationship manager with any questions.

Updated Fund Notification List Now Available

12/2/2015

 
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.

Generate Transfers Now Available on Liberty

12/2/2015

 
Professional users can now create a bulk transfer of securities between models based on a list of accounts.
Please click the Liberty Generate Transfers User Guide to learn more about this new feature.
If you have questions regarding this feature, please contact your relationship manager.

TCA Updates Prospect Search Database

12/2/2015

 
In November 2014, TCA integrated with Meridian-IQ, an industry leader of registered representative research, to provide access to representative information with Liberty.
 
If you are currently utilizing the Prospecting with Meridian-IQ Liberty feature, the database has recently been updated.
 
If you are interested in learning more about the Prospecting with Meridian-IQ Liberty feature, please contact your relationship manager who will arrange a demonstration for you.
 
For the ‘Tools to Grow’ features, the following User Guides are available for your use. Clicking the below links provides Quick Start Guides, General Usage Notes and Navigation instructions to assist you:
-           Liberty Prospecting Tools: Prospect Search
-           Liberty Prospecting Tools: Proposals
-           Liberty Rep Analytics for Investment Advisor
-           Liberty Rep Analytics for Representatives
-           Liberty eSignature
-           Liberty Contacts
 
Please let your relationship manager know if you have questions.

Microsoft No Longer Providing Support For Older Versions of Internet Explorer

12/2/2015

2 Comments

 
Microsoft has announced that as of January 12, 2016, it will provide support only for the latest version, Internet Explorer 11 - Microsoft will no longer provide security updates for previous versions.  
While Liberty will continue to work on Internet Explorer 8, 9 and 10, TCA will focus testing Liberty on the Internet Explorer 11 version. 

Please review the following article for more in-depth information - Older Internet Explorer Versions Retired

 

2 Comments
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