29 Feb
Understanding Your LPL Statements + AccountView Online

Description

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

RSVP: Click here to register

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


Date and Time

Thu, Feb 29, 2024

5:00p - 6:00p MST

Location

Zoom

PT1H

Event Registration