Did you know that you have the option to go easily paperless inside LPL Financial's Account View portal?
Why sign up for paperless delivery?
- Going paperless gives you secure, fast, 24/7 access to your important account documents, including your tax forms,
monthly account statements, and more.
- Going paperless provides easier recordkeeping with current and past documents all in one location.
- Paperless delivery can save more than 120 pieces of paper per year!
How to sign up for paperless
- Log in to your Account View profile, and click "Sign Up" under Go Green Paperless on the right side of the home page.
- If you need additional assistance, please feel free to give us a call during office hours. We're here to help!