Tax Advantaged Investments
Annuity Products
Income Oriented Investment
Are you tired of sorting through the vast amount of correspondence you receive on your investment accounts? The Benefits Group is pleased to offer two new paperless solutions for you. E-delivery offers you the convenience of viewing shareholder communications, including the fund prospectus, annual reports, and proxy statements online.
You will be notified by e-mail when these communications become available on the Internet. Printed copies of these communications may still be requested through your Broker. Documents that are not available on the Internet will continue to be sent to you by mail.
Click the LPL E-Delivery to learn more about this service, or to sign up online (your account number is needed). Or, if you prefer, contact Mark C. Szymanski @ (313) 417-0035.
With LPL Account View, you can access your account information 24 hours a day, seven days a week via our website. It is an easy and effective way to view your account information online at no cost to you.
Once you have access to LPL Account View, you can eliminate your paper statements if desired, by simply clicking on Paperless Options button on the Statements tab. A rolling 18 months of your account statements are available online.
To sign up for AccountView, click the LPL Account View link (here or above), and follow the easy step-by-step directions. Within a few days, you will receive your activation code and instructions to begin using the tool. Or, if you prefer, contact Mark today to enroll @ (313) 417-0035.
Securities and insurance products offered through
Linsco/Private Ledger
Member NASD/SIPC
Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
Not a Deposit |
Not Insured by a Government Agency |
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An important disclaimer about this page. Please read:
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of Linsco/Private Ledger whose identities and associations with The Benefits Group are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: MI
Growth Oriented Investments
Retirement Savings Investments
Educational Funding