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Client Enhancements

At New Stage Investment Group­™, we continually look for ways to simplify and improve the interaction our clients have with us and we offer many additional services that will help improve the process and long-term relationships we build.

Electronic signatures

An enhanced signing and document submission process is now available! As a client, we can now streamline some of the most common operational forms and needed paperwork with no additional cost and saving you time. No more faxing, mailing, and missed phone calls. You can even sign from mobile devices!

Paperless confirmations and statements

Tired of too much paper? Looking to be a bit more green? Maybe just reduce the paper at home? Go green and set up your account to go paperless. You can do this all online through your LPL Account View.

Move money quickly and easily with ACH on Demand

If you think you may have a need to move money into and out of your LPL account, why not set up your accounts to accomplish transfers easily with no cost via ACH? There’s no need to pay bank wire fees or wait on a check.

Automate your required minimum distributions for your IRA

Set up your IRA to have the required minimum distribution automatically calculated and transferred to another account you specify. It's easy and simple.

Combine multiple statements into one

Do you have multiple accounts? You are able to combine multiple accounts with multiple statements into just one statement. Let us know and we can be sure to streamline the delivery for you.