Looking for Your 1099’s?

1099 LPL Financial The Main Street GroupLPL sent out 1099 statements in late January*. If you have misplaced your copy, you can find your statement by logging into your AccountView. Of course, you always can call us for a replacement.

 *In some cases, where accounts contain UITs (Unit Investment Trusts) or other investments which are in the process of being reclassified, 1099 statements are delayed until early March, when the outside companies are able to report relevant information to LPL.

 If you have questions about your 1099 or other statements, please don’t hesitate to call us!

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