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Enhanced Statements

We are proud to share some great news from our broker/dealer – LPL Financial. As you may know, LPL produces and delivers your monthly and quarterly statements. Recently, LPL improved those statements to make them easier to use. Your quarterly statements will include similar information to what you receive today, but will have a fresher, more user-friendly look. You will receive quarterly statements regardless of whether there was activity in your account. Monthly statements will also have a fresh, user-friendly look. However, unlike quarterly statements, monthly statements will only be sent to you if account activity takes place and will only display a summary of the month’s activity. Quarterly statements will provide detailed information for all your investments.

 Some features of the new design include:

  • Improved readability
  • Intuitive layout and design
  • Up-front summary of key account values
  • Up to 65% reduction in wasted space and wasted paper[1]
  • New monthly statements began rolling out in August 2017 and you’ll receive an enhanced quarter-end statement in October 2017.

Go paperless

These redesigned statements provide a great opportunity for you to go paperless. Paperless statements are convenient, secure, fast, and environmentally friendly. Monthly statements are available online within three business days, and trade confirmations are available the next business day after the trade is executed. To go paperless, click on the “Account Access (Client Use Only)” link accessible through our website!.

As your advisors, we are happy to offer you access to innovative products and services to help you on your financial journey. If you have questions, we encourage you to contact us.

This letter was prepared by LPL Financial LLC. This is not a recommendation to purchase or an endorsement of LPL Financial stock.

[1] Based on average statement size.