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Go Paperless

Let paperless statements set you free. Paper statements pile up, create clutter, are easy to misplace, and can end up in the wrong hands. Take a moment to make the switch to paperless. Signing up for electronic statements will mean better organization, greater security, a positive environmental impact and best of all - peace of mind. Put yourself in better control by simply and securely reading and filing your e-statements, confirmations, prospectus receipts, proxies, and annual reports.

If you receive your statements directly from LPL Financial:

  • Click here to enroll in electronic annual reports and proxies
  • Click here to enroll in electronic statements, prospectuses, and trade confirmations - just select Account View to get started

If you receive your statements from other product providers:

  •  Visit their website to establish electronic delivery

Feel free to contact us if you have any questions. Electronic delivery is fast, convenient, safe, and free!