Take Notice: New LPL Statement Format

Paul Morrone |

By Paul Morrone, CFP ®, CPA, MSA

Over the past few months, LPL Financial, the custodian for many of our clients’ assets, has been working on a redesigned monthly statement which you will soon be receiving for the first time.

Account holders with active accounts at LPL Financial during the month of July will receive the newly redesigned statements in early August. The updated design is intended to present the information that is most valuable to you in a clear and concise manner. We recognize you may have some questions regarding the new layout and would be happy to answer them at your convenience.  If you have any further questions after reviewing your new statement, please do not hesitate to reach out to our office and we would be happy to walk you through the changes in presentation. We hope you find the statements more intuitive and the new format more useful going forward.