Go Green! Enroll in FREE Paperless Statements

Once you have experienced the ease of reviewing your statements and trade confirmations online, you may want to consider going paperless. Aside from a valuable service that provides great convenience, it exemplifies an ecologically sensitive alternative for the delivery and storage of your important financial documents.

To facilitate helping you move forward, we have enclosed the following links
to make the process a little bit easier.

Turn Off “Paper Statements and Confirmations”

By going to LPL’s Account View you can direct LPL to send your statements to you via the web and get an E-mail notice when they are available. For your convenience we have already provided you with a direct link to the LPL Account View Site, please click the following link.

Note – If you do not have a password, please contact our office manager, Pam Stanley at 505-884-0875 and she will be more than happy to set-up your account view and provide you with a temporary password.

Turn Off “the Mail Delivery of Prospectus and Proxies”

In order to turn off the delivery of both Prospectuses and proxies and receive them via the internet, you will need to click on the link below and complete the required information, which will change your delivery options based on each LPL account held by you.