We hope this letter finds you well. The transition from NPC to LPL has been a bit bumpy to say the least. There were some technical glitches in moving everything over, which caused significant delay. We are aware that, for some accounts, all your holdings were not represented on the December statements. There has been a lot of progress in the last week and we expect everything to be in good order before the January statements are issued.
Rest assured that nothing is lost! We are able to see all of your holdings through sources not available to the public. Thank you for your patience and understanding as we work with LPL to get everything ironed out!
If you have not yet received on-line access to your holdings, please call the office and ask for Sarah, our Client Services Specialist. She can set up your on-line access as well as assist you with reading your new statements.
The saving grace during all this inconvenience is, we believe, the strengthening economy as reflected in the rising equity markets.
Thank you for your business and referrals.