Driving Efficiency with Liberty’s Easy Online Distribution Requests

Posted by Andrea Collatz on March 27, 2013

Easy online distribution requests is the latest update in a series of rollouts planned for Liberty this year. With online distributions in Liberty:

  • Advisors can select the level of user that can request online distributions (investor, representative, RIA).
  • Investors fill out a one-time authorization form to initiate the process.
  • If the RIA elects to use the auto-trades process, the online distributions are included.

A distinct advantage of the new online distribution process in Liberty is the ability for advisors to grant representatives access to request distributions if they choose. This enables representatives to make requests directly through Liberty without waiting for approval and also makes the process less time consuming for the advisor.

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