Going Paperless

Many clients find that receiving electronic statements simplifies their lives and keeps their records organized. This guide provides step-by-step instructions for setting up paperless delivery for your monthly statements and documents.

You may receive three main types of mailings from us, and the process for electing e-delivery depends on the category:

• Monthly and Quarterly Statements

• Prospectus and Proxy Mailings

• Trade Confirmations and Tax Forms

Monthly/Quarterly Statements & Trade Confirmations
To switch to electronic delivery for these documents, you must use Account View.

• If you have not yet set up Account View, please [click here].

• Once logged in, click on the 'Go Green' meter on your home page, or navigate to the Statements tab and select 'Go Paperless'.

• Check the corresponding boxes for the documents you no longer wish to receive by mail.

• Submit your changes to confirm.

Prospectus and Proxy Mailings
These mailings are sent directly by fund companies, as required when you purchase a new fund or when a proxy vote occurs.

• To suppress these paper mailings, visit the dedicated website by [clicking here].

• You must complete this opt-out process for each of your LPL account numbers.

• Your LPL account numbers are eight digits long and can be found on your account statements or by contacting our office.