Help With Paperless

Most of our clients prefer to receive their statements electronically, it can make life easier and more organized. We created this page to detail a step by step process to set up the electronic delivery of your monthly statements and documents. There are three basic types of mailings you receive from us:

1.) Monthly and Quarterly Statements
2.) Prospectus and Proxy Mailings
3.) Trade Confirmations and Tax Forms

Each category has a different procedure for selecting the electronic option.

1.) Monthly and Quarterly Statements

LPL Account View. If you need a username and/or password, please call us at (904) 281-9261. Once you log into LPL Account View, you will see a ’Go Paperless’ option in the top center of the welcome page. Proceed through the legal agreements until you get to the 'Paperless Options Page'. You can select the accounts you want to turn off paper statements by checking the corresponding box. Submit your changes to confirm. Attached is a document that provides more details of the process. Click Here to read.

2.) Prospectus and Proxy Mailings

Prospectus and Proxy mailings come directly from fund companies. The fund companies are required to deliver them if/when a new fund is purchased or when a proxy vote is needed. There is another website to suppress these mailings. Please click here to access this page. You will need to go through the process for each LPL account number you have. Account numbers are digits in length and can be obtained from the LPL Account View website. If you need help or would like us to assist in this process please, call James at (904) 281-9261.

3.) Trade Confirmations and Tax Forms

Trade confirmations are generated and mailed with every Buy and Sell that occurs in an account. Most of our clients prefer to receive these confirmations delivered electronically. To turn off paper mailings, follow the same steps for selecting electronic delivery for Monthly and Quarterly statements. Near the bottom of the page there is a section to turn off trade confirmations, make sure your account is selected and submit your changes.