NOTICE: If you are a client with a UVEST account who is no longer in contact with your financial advisor or financial institution,please call the following number for assistance:
(800) 877-7210, Extension 3864
Accounts Coded As Client Trade Direct/Discount Trading Conversion to LPL Financial
As a reminder, accounts that are coded as client trade direct/discount trading accounts on the UVEST Financial Services
platform will be converting to LPL Financial on Wednesday November 30th, 2011. Please refer to the client communications
mailed to you for additional information. You may also contact the LPL Financial Client Services Line at 855-575-9656 from
8:30 a.m. – 7:30 p.m. EST if you have any questions related to the account conversion.
Please Note: If this message applies to your account(s) you would have received a negative consent mailing and subsequent
repapering packet. If you have not received these mailings you may disregard this message and there will be no change to your
account on November 30th.