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Go Paperless

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!