Understanding Your LPL Statements + AccountView Online
Zoom
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LPL Financial has enhanced their paper statements and improved their online interfaces - let's go through your resources together and answer any questions you may have.
Date: Thursday, February 29th
Time: 5-6pm MT
Location: Zoom
Host: Trevor Holen, CFP® - LPL Financial Advisor
Agenda:
1) Three ways to view your LPL account information
2) Guide you through the redesigned LPL paper statement
3) What is the digital statement experience?
4) Logging into AccountView (myaccountviewonline.com)
5) How to find your tax forms online
6) FAQs
7) Q&A
