Go Paperless!

Small changes can make a world of difference in fostering successful conservation efforts and helping to preserve challenged ecosystems. You can contribute to these efforts by switching from paper to electronic LPL Financial Statements. By viewing your account statements online through LPL Account View/Client Portal available at www.lfa-inc.com, you will have 24-hour access to up to date account information along with access to electronic monthly statements.

Eliminate the inconveniences that go hand in hand with storing and retrieving paper copies of your statements by accessing them electronically. Going paperless will reduce the overwhelming flow of paper affecting you personally. Simply access LPL Account View/Client Portal through our website and click on the Statement Tab. Next, click on the "Paperless Options" button and check the boxes by each account you would like to convert to paperless status.  Please note that it may take approximately two months for you to stop receiving paper statements, but an archive of a minimum of 18 months is always available online.

If you forget your username or password, simply contact our office. We will be happy to assist you in resuming access to your portfolio on LPL Account View/Client Portal. Please feel free to call us at 760.943.0430 with any questions you may have regarding going paperless. This is a superior solution, not only because of the convenience it affords our clients, but for obvious environmental benefits as well.