Gaining access to your accounts online is easy. During our meetings, we discussed eMoney, which is your personal financial homepage. Through eMoney, not only can you access accounts that we manage on your behalf, but you can also connect most any other online account: from your 401k to your mortgage.
Do you wish to “go green” and reduce investment mailings? For any accounts that you hold at LPL Financial, you can redirect so called “investment junk mail” from your mailbox to your inbox. And if you want to go all the way on paperless, you can go green on your investment statements as well. If this appeals to you, our office will be happy to help sign you up for LPL Account View, so you can enact these changes personally.