E*TRADE Advisor Services' unified technology, custody and service platform, the Liberty, gives you and your advisor the tools to build an effective investment portfolio to help meet your needs. The benefits of Liberty include:

  • Convenient access. Designed with an inviting, user-friendly interface, Liberty platform makes it easy to access your account information — including all positions and pending account activity. Your online portal is optimized for smartphones, tablets and other mobile devices, so you can access your account securely from anywhere in the world.

  • Powerful technology. The Liberty platform enables your advisor to execute trades in real time, using the most up-to-date information available. This allows your advisor to adjust trades based on current market conditions and make more informed decisions.

  • Accurate and comprehensive reporting. E*TRADE Advisor Services provides you with statements at least quarterly, either electronically or via paper statements (depending on what you elect), in addition to providing real-time access to your account online. These statements provide you with complete transparency to your Liberty account and ongoing performance.

Available downloads on Liberty include:

  • A full year of account statements

  • Four years of tax forms, including long-term and short-term gain information

  • Historical snapshots of your account balance

  • Account data for import into third-party applications

Investment Products: Not FDIC Insured - No Bank Guarantee - May Lose Value.

E*TRADE, E*TRADE Advisor Services, and Liberty are registered trademarks or trademarks of E*TRADE Financial Corporation. All other trademarks mentioned herein are the property of their respective owners. Product and service offerings are subject to change without notice.

E*TRADE Savings Bank and its affiliates (“E*TRADE”) do not warrant these products, services and publications against different interpretations or subsequent changes of laws, regulations and rulings. E*TRADE does not provide legal, accounting, or tax advice. Always consult your own legal, accounting, and tax advisors.

System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system
performance, and other factors.

© 2019 E*TRADE Savings Bank, doing business as “E*TRADE Advisor Services.” Member FDIC. All rights reserved.