View Your Accounts
Access Your Lincoln Investment Account
Register or Login to view your accounts held at Lincoln Investment.
- View your account balance
- Access account statements, confirmations, and tax forms
- Choose your delivery preferences for documents, including paperless delivery
- Send a secure message to your Financial Advisor
Access Your Personal Financial Website
View an interactive, consolidated view of your financial assets and accounts.
- View your full financial picture: monitor all of your assets and liabilities
- View your household portfolio
- Receive a weekly summary
- Monitor your balance sheet
- Explore informative content & videos
- Store your important documents in your own personal Vault
- Interactive planning with your Advisor
Access Your Wealth Reporting Site
Accurate performance reporting is an integral part of the wealth management experience. Your Wealth Reporting site:
- Produces your account balances, performance reports, and transactions
- Provides personalized rate of return calculations
- Includes a dashboard for a complete view of your portfolio
- Includes detailed account reports
Lincoln Investment accounts numbers beginning with letters
Lincoln Investment accounts beginning with numbers
Clients using Plan Well Financial Planning Services
Clients seeking detailed portfolio analysis reports
For Assistance, Call
1-800-242-1421, ext 3759
7:30am - 6:00pm CST, Monday-Friday
For Assistance, Call
1-888-508-4780
7:30am - 4:00pm CST, Monday-Friday
For Assistance, Call
1-877-566-9468
8:00am - 3:00pm CST, Monday-Friday
For Assistance, Call
1-877-566-9468
8:00am - 3:00pm CST, Monday-Friday
Which Site Is Best For You?
NetXInvestor
Knox Financial Services recommends this site if you have Lincoln Investment accounts with account numbers beginning with letters and your portfolio is Lincoln Investment CAAMS advisory accounts
Lincoln Investment
Knox Financial Services recommends this site if you have Lincoln Investment account with account numbers beginning with numbers (no letters), or have non-Lincoln Investment accounts, such as 401(k) plans held at other custodians
Personal Financial Website
Knox Financial Services recommends this site if you using our Plan Well Financial Planning Services
Wealth Reporting Site
Knox Financial Services recommends this site if you wish to view a consolidated view of your assets, along with performance date, and/or wish to receive monthly or quarterly updates via email notification
Your NetXInvestor provides account information for your CAAMS accounts, allows statement retrieval, and the ability to elect electronic delivery of your statements and correspondence for Lincoln Investment accounts with account numbers beginning with letters.
Your Lincoln Investment website provides account information about Solutions Premier account statements, other accounts, such as 401(k) plans, displays current values and transaction histories, includes a vault for storing important documents, and allows you to choose electronic delivery of statements for Lincoln Investment accounts with account numbers beginning with numbers.
Your Personal Financial Website allows a holistic view of your financial situation, including assets held elsewhere, and a vault for storing important documents. This site is the basis for our financial planning services.
Your Wealth Reporting site provides a consolidated view of your investment accounts managed by us, including asset allocation and return calculations. Monthly or quarterly automated reports are available.
Still not sure? Contact our Client Service Team at service@knoxfin.com or 1-877-566-9468 to discuss which site may best fit your information goals.
Register For NetXInvestor Site
Register to view your CAAMS accounts through Lincoln Investment
- Navigate to the site - click the button above
- Review and Agree to the Terms and Conditions
- Verify your identity. An account number is necessary
- Create a User ID and secure password
- Activate your account by clicking a link in an email sent to you
Register For Lincoln Investment Site
Register to view your accounts held at Lincoln Investment
- Navigate to the site - click the button above
- Click Sign Up
- Enter your email address
- Create a Passowrd
- Activity your account by entering the verification code sent to your email
Register For Personal Financial Site
Register to view your Financial Planning site
- Request access from Knox Financial Services
- Click the link sent to you via email
- Create your password
Register For Your Wealth Reporting Site
Register to view your Wealth Reporting site
- Request access from Knox Financial Services
- Click the link sent to you via email
- Create your password