Time to make a clean sweep and go paperless

How to go paperless:

  1. Log into Account View.
  2. At the top of the page click on "Go Paperless."
  3. From there you can choose to go 100% paperless for all eligible documents, or pick and choose what you receive via paperless or mail delivery.
Login to Account View to go paperless
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The benefits of paperless

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Safe and Secure

Secure and fast access to your documents, including your tax forms, statements, and more. 

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Store Documents Safely

Your digital documents are more secure than paper. You don’t have to worry about your statements being misplaced or stolen.

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Email Alerts

Receive email notifications as soon as your statements are available to view

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Account History

Easy account history, view up to 7 years of account statements

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Environmental Impact

Clean the clutter and the environment. Did you know that paperless delivery can save more than 120 pieces of paper per year?

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Faster Access

Access your tax statements faster than paper statements

Enroll for paperless delivery

Going paperless is easy. If you are an Account View user, simply log in to your Account View profile, and select “paperless” at the top to select your paperless settings—it takes less than five minutes! 

If you are not an Account View user, sign up for Account View or contact your financial professional.

Get started with Account View
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FAQS

What type of documents can I receive electronically?

There are several types of documents you can receive electronically, such as:

  • Statements
  • Trade confirmations
  • Prospectuses
  • Shareholder communications

While email is used to notify 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 securely.

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

Learn more about Account View

Get to Know Account View

Our brochure dives into more detail about the features, benefit, and your top questions about Account View.

Learn more

Account View FAQs

Do you have more questions? Read our FAQ brochure to learn more about what Account View can do for you.

Learn more

Easy-to-Understand Statements

Quarterly statements from LPL Financial provide a clear, comprehensive
view of investments and account activity.

Learn more

Disclosure

Securities and advisory services offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).