Going Green

Eliminate paper statement and trade confirmation by signing up for Account View’s paperless statements.

To set up Paperless statements follow the following directions:

Step 1: log into LPL Account View at www.myaccountviewonline.com and select the Settings option in the green bar on the top of your screen, toggle down to the second option, Go Paperless.

Step 2: All linked LPL accounts will show here. Select each account you would like to receive electronic statements, trade notifications and prospectus. Note: you may only enter one e-mail address.

Step 3: Click save. If these selections are made towards the end of the month, it may take one statement cycle to activate.