Commonwealth will transition to LPL Financial November 14, 2026
What this Means for You
Our mission has always been rooted in helping you achieve your goals. We are committed to holistic planning that brings clarity, purpose, and alignment with your values.
As Commonwealth transitions to LPL, TERRA BLUE STAYS THE SAME!
You'll continue working with the same team, receiving the same personalized guidance and support you've always received. While some of the technology and account infrastructure behind the scenes is changing, our relationship with you isn't.
In fact, this transition gives us access to enhanced technology, expanded planning resources, a more robust client experience, and additional tools that help us better serve you. This is an exciting evolution for our firm, and we're confident these enhancements will benefit our clients for years to come.
Some things you may be wondering about:
First and foremost, your relationship with Terra Blue does not change! We will continue to be your financial advisor and primary contact and we will work together as we always have. You can count on us to continue to provide the level of service you’ve come to expect.
- Our ESG-focused approach and planning philosophy remain the same
- Our broker/dealer is changing from Commonwealth to LPL and our custodian is changing from NFS to LPL
- There are no fees associated with these transition - current fees and billing remain the same
- There are no tax implications for the movement of your account(s)
- Your fundamental investment strategy and allocations remain the same
- We may reach out to ask you to sign forms for LPL - this will be minimal but in some cases cannot be avoided
- Please reach out to our team at info@terrabluewm.com with any questions
Key Client Milestones:
Your accounts will transition to LPL Financial
December 2026
- You will receive your final NFS statement
- You will receive your first LPL statement
First Quarter 2027
- You will begin to receive tax documents from both NFS and LPL
- You will receive a welcome letter confirming your accounts have been established at LPL—no action is required
There is a blackout period (where we cannot open new accounts on your behalf due to the conversion) beginning October 21. New accounts will be opened after November 16, 2026
You will receive new account number(s) as part of the conversion. These account numbers should be provided to any third parties that you have withdrawal or deposit instructions established with
Account View:
One of the most exciting changes for clients will be Account View, LPL's secure client portal that will replace Investor360°.
Account View is designed to give you a more streamlined and connected view of your financial life. Through the portal, you'll be able to:
- View all eligible household accounts in one place
- Access account balances, positions, and statements
- Receive important account documents electronically
- Connect directly to your Right Capital Financial Plan
- Account View is available on all major browsers (Chrome, Firefox, and Safari). Chrome is the preferred browser
You'll automatically receive access to Account View, so no action is required right now. Registration instructions will be sent via email between November 17 and November 30.
Once your access is established, you'll also have the opportunity to enroll in paperless delivery and manage account communications digitally.
We think you'll find Account View to be a meaningful enhancement to your overall client experience, providing easier access to the information and planning tools that help keep your financial life organized.
Giving Tuesday:
Giving Tuesday is a global generosity movement unleashing the power of radical generosity. Giving Tuesday was created in 2012 as a simple idea: a day that encourages people to do good. Since then, it has grown into a year-round global movement that inspires hundreds of millions of people to give, collaborate, and celebrate generosity.
Join the movement and give, whether it’s your time, a donation, or the power of your voice and choices!
Keep Your Complete Financial Future in View:
- Don’t lose track of your financial goals!
- Creating a comprehensive strategy is the critical first step, but long term success relies on sticking to the plan.
- Taking care of your essential financial details, your financial life, is key to helping you achieve your goals.
- We strive to deliver an exceptional experience that exceeds expectations, backed by open, consistent, and purposeful communication.
We are grateful for you! We value our partnership and your trust in us. If we can do anything for you, please connect at info@terrabluewm.com.