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    Frequent questions from our clients

    I'm having trouble with GoToMeeting, where can I find help?

    1. Open a Google Chrome, Mozilla Firefox, or Internet Explorer web browser. Note that you cannot host sessions on Internet Explorer.
    2. Go to http://app.gotomeeting.com.
    3. Enter the Meeting ID provided by the organizer, then click the arrow key.
    4. You’ll be automatically launched into the Waiting Room or the live session!

    You can find helpful tips and answers here: https://support.goto.com/meeting/new-attendee-guide

    How do I deposit money into my account?
    Check:

    Check deposits should be made payable to LPL Financial and include your account number on the face of the check.

    Overnight Address
    LPL Financial
    Attention: Dept. M
    1055 LPL Way
    Fort Mill, SC 29715

    Regular Mail Address
    LPL Financial
    Attention: Dept. M
    P.O. Box 6575
    Fort Mill, SC 29716

     

    Wire:

    Bank of New York Mellon 240 Greenwich St, 18th Floor
    New York, NY 10286 (212) 495-1784

    Domestic:
    ABA #: 021000018
    Credit To: LPL Financial
    Credit Account #: 8900511524
    For Further Credit/Additional Instructions: Client's Name LPL Account Number (FFC: John Doe Account XXXX-XXXX)

    For foreign wire instructions, please contact contact our office at (617) 530-1010.

     

    For ACH, Journal, or Account Transfers, please contact your advisor or our office at (617) 530-1010 .

    How do I turn off my paper statements?

    You have the option to go paperless with your documents inside the Account View portal. Within the portal you can sign up for paperless delivery of your tax documents and financial statements – along with many other mailings, in under five minutes. Click here to learn more.

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