Broker Check

Go Green

Over the years, many clients have asked for a solution to all the investment-related mail they receive. You receive so many mailings because we work with many different types of investments and many different companies, and the mail you receive is often required by regulatory agencies. Their intentions are good: to allow you to keep an eye on your accounts and activity within your accounts. But we know the results can be overwhelming.

The good news is that you can go “paperless” on your monthly statements from LPL Financial.

Here’s how to 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.”

Click here to contact us if you need help setting this up.