Broker Check

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 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.