Go Paperless!
Attention Clients: You Can Go Paperless
Statements are going green. Help reduce our environmental footprint by signing up clients for Account View and turning off paper statements. You can also help the environment by turning off your hard copies and downloading the client statements from Branchnet. Annually, LPL produces approximately 16 million statements and uses 190 million sheets of paper to produce both the monthly and quarterly advisor statements.
Each year, LPL Financial utilizes approximately 190 million pieces of paper to produce our monthly and quarterly performance statements. That’s about 2,100 trees per year. While recycling efforts across the United States are helping to reduce this number, computers are helping significantly more. By receiving statements electronically through BranchNet and Account View, together we can do our part in helping the environment while reducing cost as well.
Get Your Statements Online
LPL Account View
Electronic delivery of statements is becoming increasingly popular in the financial industry, from brokerage firms to banks to credit card companies, all offering a wide variety of on-line services, including the option to turn off paper statements.
By moving to on-line statements, your clients have convenient access to view their monthly statements on-line, days before their statements arrive in the mail. Laptop computers make it easier than ever for clients who frequently travel to access Account View from any location with access to the Internet.
The electronic statements can be downloaded onto a hard drive, a CD or flash disk instead of storing paper copies in a binder or file cabinet.
So the next time you meet with your financial planner and you are searching through pages and pages of statements, remind yourself of paperless statements on Account View and sign them up! Do your part to save the environment and save your valuable time by signing up for paperless statements today.
Securities offered through LPL Financial, Member FINRA/SIPC
