05/12/2026
ACCOUNT VIEW
Protect client accounts with eDelivery
Beginning on May 23, LPL Financial will introduce a one time, enhanced entry experience in Account View. At first login after launch, both new and existing clients will be prompted to review and accept updated Account View Terms & Conditions to continue accessing the platform.
As part of their Terms & Conditions review, existing clients will be required to review their delivery preferences, which will be pre-selected for eDelivery. Clients will have the option to remain on mailed delivery, but we highly recommend they turn off physical mailings to increase the security of their account(s).
Why this matters
Security threats such as mail theft, account takeover attempts, and phishing are on the rise. This is why accessing personal information through secure, authenticated digital channels is more important than ever. This update is designed to support that goal while maintaining flexibility and choice for your clients.
What’s changing in the Terms & Conditions
The updated Terms & Conditions include automatic enrollment in paperless delivery for any newly added accounts. Review of the Terms & Conditions also prompts a required review of delivery preferences for existing accounts.
Why eDelivery
Going paperless helps you access statements faster while better protecting their personal financial information. Clients enrolled in electronic delivery will receive email notifications when documents are available, with all materials accessible in a secure, centralized location within Account View.
