Tax Season Is Here

As you are preparing information for your 2019 tax return, please be aware that if you held an account at LPL Financial in 2019 you may be receiving a 1099 from LPL Financial.  That is in addition to any Fidelity 1099 you receive.   If you had previously set up AccountView at LPL Financial, you can access your LPL form at myaccountviewonline.com. If you did not set up AccountView, do not have access or just have questions,  contact LPL Financial’s client service line at 1-800-558-7567.

Below is a link to LPL Financial’s 2020 Mailing Schedule:

LPL Tax Mailing Schedule

Feel free to contact your Relationship Manager at (847) 590-9191 with any further concerns you may have.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: IL

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