How do I go paperless on my account with LPL?

  1. While logged into Account View, click on Documents and Statements.
  2. Click on Paperless Settings.
  3. Select the individual document categories that you want to receive electronically, then click Save. To choose all categories, click the Go 100% Green button.
  4. To change the email address for e-delivery or to add an additional recipient, first click on the button with three horizontal lines to the right of the particular document or account. A dialog box will open.
  5. Enter an email address in the box or click Add Recipient as needed. Click OK to save changes.

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