Documents to Keep on File

November 20, 2020

It is important to keep certain documents on file in case you may need them in the future. However, it can be confusing knowing which ones you need to retain. This checklist covers common documents to consider keeping such as records relating to tax and legal matters,  healthcare issues,  assets and more.

Download the checklist here.

Contact us for more information.



The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, CA, DC, FL, GA, IN, KY, LA, MI, MO, MS, NC, NV, NY, OH, SC, TN, TX, VA, WA, WI.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

LPL Financial Form CRS