LPL Financial Out-of-Office Log: Clarity

LPL Financial Out-of-Office Log: Clarity

We have received further clarity on the most recent Advisor Policy Alert (2014-15A) about alerting your OSJ when you will be out of the office for one or more business days. This is NOT a requirement for all non-OSJ advisors, but a recommendation. Although this is not a LPL Financial requirement, we encourage you to follow the procedure as a best practice. You do not have to comply with this, but you might want to consider it if you will be out of the office for awhile. As always, feel free to call us if you have any questions.