Join us for an in-person Tech Day as we help clients prepare for our transition from Commonwealth to LPL Financial. During this hands-on session, our team will provide personalized assistance with downloading the new mobile app, registering for Account View, and enrolling in paperless delivery preferences.

We'll demonstrate how to access and navigate Account View, LPL's client portal that will replace Investor360° as your online account access platform, and answer any questions you may have along the way.

For those who would like to get a head start, clients can begin registering for Account View starting November 13, with account information expected to begin appearing as early as November 17.

Bring your smartphone, tablet, or laptop, and we'll help you get connected and comfortable with your new LPL online experience.

Following the seminar, attendees are invited to stay and enjoy complimentary lunch while connecting with our team and fellow clients.

We look forward to seeing you there!