A Message from Central Investment Advisors
Starting July 1st, 2023, your LPL statements will be generated on a quarterly basis rather than monthly.
The purpose of this change is to allow our clients to focus on their long-term investment performance rather than frequent market fluctuations. This change will also protect client information by mailing out fewer paper statements that may be trashed or stolen.
We understand that some clients may prefer more frequent updates on their investment performance. If you would like to continue receiving monthly LPL statements, contact your LPL Financial Advisor with Central Investment Advisors to ensure your account reflects your preferences.
If you have any questions or require further clarification regarding this change, please do not hesitate to reach out. Our team of advisors are available to assist you and address any concerns you may have.
Thank you for your continued trust and partnership!