The Art of Wealth Management

Going Green on Shareholder Communications

To turn off shareholder communications and view online:

  1.  You will need your LPL Financial Account numbers
  2. Log on to:
  3. Enter your LPL Financial Account number on the right-hand side of page
  4. Enter your email address and pin
  5. Click submit
  6. This process will need to be repeated for every LPL account
  7. The pin is a 4 digit number you will make up

You will receive an enrollment confirmation email from LPL Financial.  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 to complete the paperless process.  This letter will be mailed within a few weeks.  Once completed, you will receive an e-mail from confirming enrollment and activation.