Place a check mark next to All LPL Financial Trade Confirmations
Place a check mark next to All Brokerage Statements and click Done (This action also places a check mark next to Household Statements)
You can edit the email address where e-delivery will be sent, by selecting the Edit link under the email notice address column
Going forward you will be notified via email when your statements and confirmations are available to be viewed online.
You will receive an email from LPL Financial confirming your paperless choice
Note: Your 1099 and tax related statements must be sent hardcopy through the United States Postal Service and cannot be setup for paperless delivery.
To view shareholder communications online and turn off paper copies:
You will need your LPL Financial Account numbers
Log on to: https://www.icsdelivery.com/lpl/formNew3.asp
Enter your LPL Financial Account number on the right-hand side, along with your email address where you would like your deliveries to be sent and user created PIN number
Approve Description of service
The enrollment is a two-part process.
You will receive a single Verification Letter through the USPS mail from Investor Delivery that will contain an enrollment number and instructions to return to InvestorDelivery.com to complete the paperless process. This letter will be mailed within a few weeks.
Once completed, you will receive an email from InvestorDelivery.com confirming enrollment and activation.
You will continue to receive paper communication under the following circumstances:
Any changes to LPL Financial account information will generate a hardcopy letter to the client’s address of record indicating the type of change made. This is an important safeguard for you and LPL Financial. An example would be a change of address.
Any tax statements must be mailed via the United States Postal Service to the client’s address of record. Examples include 1099 and 1099R forms.
Annual reports and proxies will be sent electronically unless they are unavailable in an electronic format. If this is the case, they will be sent hardcopy format via the United States Postal Service
https://prosperion.us/wp-content/uploads/2017/02/whitelogosized.png00Steve Boorenhttps://prosperion.us/wp-content/uploads/2017/02/whitelogosized.pngSteve Booren2012-07-27 20:05:062017-04-03 10:53:51How to Go Paperless with LPL Financial
Two things should matter to retirees and near-retirees: income from investments, businesses, or social security, and how far that income goes to purchase goods and services. Taken in tandem, these elements will define the success of your retirement, offering you freedoms and flexibility in your later years or requiring you to return to work to increase your income. Steve Booren Steve […]