Enjoy the Convenience and Security of Going Paperless

Going paperless is an easy way to store your important documents digitally and eliminate all the paper clutter. At the same time it provides you with secure and easy access to all from your Account View account. 

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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

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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.

FAQs

  • Monthly 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

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Get to Know Account View

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

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Account View FAQs

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

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Statement Guide

Are you a current Account View member, and need help reading your statements? View this helpful guide.


Disclosure

Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment adviser representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment adviser.

Tracking # 1-05220123

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

Insurance products are offered through LPL or its licensed affiliates. To the extent you are receiving investment advice from a separately registered independent investment advisor that is not an LPL affiliate, please note LPL makes no representation with respect to such entity.

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value