May 13, 2026

Dear Valued,

You may have noticed a few updates in Account View, LPL Financial’s secure platform you already use to access your account information and documents.

Like many of the online services you use today, Account View continues to evolve to help protect your personal information. LPL has long‑established security protocols in place, and encouraging electronic delivery is one way you can take an extra step to help reduce risks associated with paper delivery, such as mail fraud, delays or lost statements.

Starting May 23, when you log in, you’ll complete a brief, one‑time review to accept the updated Terms & Conditions and confirm your delivery preferences. The process takes less than 30 seconds. Paperless delivery through Account View offers faster access to statements, secure digital storage in one place and added protection for your personal information. You can update your preferences at any time.

If you have questions or would like help reviewing your options, please feel free to contact us. Thank you for your continued trust.

Mike Maynes CFP®