Broker Check

Electronic Prospectus Permission Form

Please complete the attached form identifying your preferred email address and the account numbers for the accounts you wish to receive prospectuses electronically.  Your signature is required in order to process the request. Return the form via email, fax or mail.

You will receive an email confirmation from LPL Financial acknowledging your request, and no further action will be required. Once the process is complete, you will receive an email with links to the prospectuses elegible for electronic delivery.

For assistance, please contact our office: 415.256.8970 or

Electronic Prospectus Permission Form

LPL Financial is the broker/dealer of record that services your investment account. For information about LPL Financial, please visit our website,