Save a Tree

Over the years, many of our clients have pleaded for a solution to all the investment related mail they receive.  Sadly there’s been little we can do other than commiserate.  Why?  Because most of what you receive in the mail is required by regulatory agencies.  Their intentions are good: to allow you to keep an eye on your accounts and activity within your accounts.  However, the results can be overwhelming: way too many mailings!

That said, we finally have some relief for you!

You are now able to go “paperless” on your monthly statements from LPL Financial!

Instead of receiving a hard copy in the mail every month, you can now opt to receive these same statements electronically. 

Here’s how you do it:

1)  From our website, choose Client Center then Account Access;
2)  Log in to Account View;
3)  Choose the Statements tab;
4)  Choose the Paperless Option button;
5)  Check the boxes next to the accounts you want to be paperless;
6)  Enter the correct email address(s) to receive the notices;
7)  Click “Done.”

If you haven’t yet used Account View, please call us for assistance.

More Great Paperless News!

Another source of frustration has been the volume of investment related mailings you receive.  Relief is now available on this front as well!

You can sign up to receive third party shareholder mailings and announcements about shareholder communications by email now.  Those materials are made available electronically by issuing corporations and other third parties. Quarterly and annual reports, proxy statements, and newsletters are examples of shareholder communications that may now be made available to you electronically.  If the materials are not available electronically, you will simply continue to receive the standard printed materials and no announcement will be made by email.

Here’s how you do it:

1)  Log on to
2)  Once on the site, choose “L” for LPL and follow the steps.  Be sure to have your account
     number(s) and email address handy. 

As always, if you have any questions, please do not hesitate to let us know.