With LPL Account View, you have easy online access to current account and portfolio information, statements and trade confirmations. This secure site is easily retrieved through LPL’s website and provided as a service to you at no cost.
LPL Account View is a simple and easy way to “go paperless” and discontinue the mailing of your monthly and quarterly LPL Financial statements and trade confirmations. By switching to online statements, you can manage your account easily while reducing mail and paper clutter. In addition, you can view your statements online faster and reduce paper consumption.
With online statements, you can:
- View LPL Financial monthly statements and quarterly performance reports
- Save and print statements and trade confirmations
- Decrease the possibility of mail fraud and identity theft
- Help the environment
- Easily access up to 24 months of previous statements
To take advantage of the LPL Account View service or sign up for paperless statements, simply contact your representative today or call CFS Investments, Inc. at (800) 322-7254.