Since 1972, Trust Company of America (TCA) has been a champion of Registered Investment Advisors, dedicated to helping them realize their full potential. TCA is the only independent RIA custodian offering fully integrated real-time technology, consultative services and back office support built exclusively for RIAs. Our newest technology offering, Liberty, is available on just about any screen you use. You can access investor account information and reports on your mobile device, helping you stay aware and available no matter where you are. You’ll spend less time stuck at your desk and more time face-to-face with new clients. Trust Company of America also gives you the ability to customize a Liberty mobile app with your brand’s look and feel and make it available for download in app stores. This gives your reps and clients convenient access to their portfolios from their mobile devices and can help strengthen your relationship with them.
Learn more: http://www.trustamerica.com
Account forms may be downloaded directly from our site under “Advisor Resources”, Forms.