What you can expect in the days and weeks to come:
If you have advisory accounts (TD Ameritrade, Folio):
You will be receiving up to 3 separate Adobe Sign emails per account, including:
New Account Forms
Account Transfer Forms
Move Money Forms (if you have banking instructions on file)
If you have multiple accounts, you will be getting up to three Adobe Signs per account
If you have directly held accounts (insurance companies, mutual fund companies, etc.)
You will receive one Adobe Sign via email for each directly held account
After that, we will be emailing out or direct mailing one additional form that is required to be wet signed.
If you would prefer to do any of the above via wet signature, we would be more than happy to accommodate those requests.
Some of you have received and completed these already. If you have not, rest assured that our team is working diligently to get everything to you as expeditiously as possible. We appreciate your patience as we transition and look forward to continuing to serve you with all the exciting tools and technologies available at LPL going forward.