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Select this option if you have assets for which LPL is the Custodian. It will provide you with up-to-date reports, access to statements, tax documents and so much more.

Select this option if you have assets for which Orion/TD Ameritrade is the Custodian. It will provide you with up-to-date reports, access to statements, tax documents and more.

This reporting only platform is best suited for those with assets at multiple custodians.