We are proud to announce that IncomeConductor now has a direct integration into Trust Company of America! The new TCA integration allows advisors to use their Rep ID to link client accounts directly into retirement income plans on IncomeConductor. Users no longer need to provide their client’s credentials to access their accounts, streamlining the process of plan implementation.
TCA by E*TRADE is an advisor-centric custodian with an innovative technology platform that facilitates the freedom and control of being independent while, at the same time, provides a strong support structure for financial advisors to lean on. Our mission is solely focused on helping advisors succeed. Our powerful, yet easy-to-use Liberty platform gives advisors access to what they need in one convenient interface, including portfolio management, trading, account opening, performance reporting and fee billing. With innovative technology and exceptional service, TCA by E*TRADE also provides a high level of flexibility that easily adapts to the advisor’s specific needs. Learn more at trustamerica.com.
For more information on how IncomeConductor makes the entire process of retirement income plan design, implementation, and ongoing management simple and efficient Contact Us, or call us directly at 860-969-3672.