Go Paperless and Make a Clean Sweep

Choosing electronic delivery is convenient, secure, and super simple. Once you’re in LPL Account View, choose “Go Paperless” at the top and select your paperless preferences.

Log in to Account View
open laptop on table showing account view chart on screen, surrounded by coffee cup and pen

The Benefits of Going Paperless

 

24/7 Access

View your statements anytime, anywhere with secure online access.

 

Faster Delivery

Get your statements as soon as they're available, no waiting for the mail. 

 

Less Risk of Theft

Protect sensitive financial information by avoiding mail theft. 

 

Better Organization

Easily search, download, and store statements without piles of paper. 

 

Lower Costs

Some firms waive paper statement fees when you switch to paperless.

 

Environmental Impact

Save paper, ink, and mailing resources to help reduce the carbon footprint.

Disaster Protection

Digital records aren't at risk from fire, flood, or accidental loss.

 

Integration with Tools

Import statements into financial or tax software for easier planning. 

Enroll for Paperless Delivery

Going paperless is easy. If you’ve set up an account in LPL Account View, log in, select “Go Paperless” at the top and select your paperless settings — it takes less than five minutes.

To go paperless, Log In to Account View now.

illustration, hand with tiny page of paper, with floating paper in to a file on computer screen

LPL Account View Going Paperless FAQs

There are several types of documents you can receive electronically in LPL Account View including:

  • Account statements
  • Trade confirmations
  • Prospectuses
  • Shareholder communications

While email is used to notify you when you have new documents available, any documents that contain sensitive personal or financial information must be protected by a secure login process. Account View provides a one-stop place for you to view documents with all the privacy and protection required for secure digital account management. 

Log in to Account View and select Documents to view statements, tax forms, trade confirmations, and more.

Yes, at LPL Financial, account security is top priority — from the secure login to the general safety protocols around all digital operations.

New to LPL?

Welcome. As an investor who’s new to LPL Financial, you may have questions. We’re here to provide answers.

Learn What It Means for You

Connect to Your Account

Account View is the hub for all things LPL. Providing secure online access, it’s where you can see your balances, download statements, and more.

Learn More

Understanding Your Statements

There’s a lot to unpack in each quarterly statement. We’ll guide you through step by step.

Learn More