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 your RMD's ( Required Minimum Distribution's) automatically calculated and transferred to another account you specify. It's easy and simple.

Combine multiple statements into one.

Do you have multiple accounts? Reduce your mail and combine multiple statements into one mailing. Just let us know and we can be sure to streamline your statement delivery.

Use TurboTax? Cut down your data entry and reduce the chance of errors.

Directly import some of the most common tax forms from LPL Financial directly into your personal TurboTax program. Download our how-to directions 2018/2019 Turbo Tax Guide.