All clients please use the following link: LPL Account View.
For help activating your profile, please follow these instructions: Account View Getting Started Guide
Make Your LPL Accounts Paperless
Log into Account View and click “Sign Up” under “Go Green Paperless Statements.”
Click on the box next to each account that you wish to be paperless. If all of your current paper statements arrive in one envelope, be sure to select all accounts. Then click Save.
You will receive an email that the paperless changes have been made. Going forward, you will now receive an email when your statements are available for viewing on Account View.
For further assistance with going paperless, please refer to the Account View Getting Started User Guide above.
Note: Please allow a full mailing cycle for these changes to go into effect. Two years of statements are archived for you. However when viewing a statement you may save to your computer or print when needed as you can with any PDF document.
Make Your Proxies & Shareholder Reports Paperless
Go to www.icsdelivery.com/lpl/formNew3.asp
Enter the required information on the right. Then click Submit.
You will receive an email that the paperless changes have been made.