Let paperless statements set you free. Paper statements pile up, create clutter, are easy to misplace, and can end up in the wrong hands. Take a moment to make the switch to paperless. Signing up for electronic statements will mean better organization, greater security, a positive environmental impact and best of all - peace of mind. Put yourself in better control by simply and securely reading and filing your e-statements, confirmations, prospectus receipts, proxies, and annual reports.
If you receive your statements directly from LPL Financial:
If you receive your statements from other product providers:
Feel free to contact us if you have any questions. Electronic delivery is fast, convenient, safe, and free!
We would like to invite you to sign up for Account View - for secure, convenient, 24-hour online access to your LPL investment account information. Based on state-of-the-art technology, Account View offers a powerful interface, streamlined navigation, and many great features including:
For an overview of the site, watch the Account View video or review our Get to Know Account View 2.0 brochure.
You can access Account View through our website www.trueblue.financial by clicking on the log-in button on our home page or by visiting www.myaccountviewonline.com. To get started from your desktop computer, select Sign up for Account View on the login page. This will allow you to quickly and easily create your own profile. For detailed instructions, please reference our Getting Started guide.
Once you are signed up you can access the site from any computer, tablet or smartphone.
Please Note: We recommend that you create one profile per person in your household, to ensure that paperless options can be selected on all accounts. To add all of your household’s accounts (for viewing purposes) to each individual profile, please contact our office.
As always, please feel free to call our office for more information.