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View Your Accounts

Access Your Personal Financial Website

View an interactive, consolidated view of your financial assets and accounts.

  • View and monitor all of your assets and liabilities 
  • Explore additional client content & videos 
  • Store your important documents in your own personal Vault

See How Our Personal Financial Website May Work For You

Personal Financial Website Overview

Access Your Personal Financial Website

Access Wealth Reporting

  • View your account balances, performance reports, and transactions
  • View the Portfolio Dashboard for a complete view of your portfolio
  • Access detailed account reports
  • Access automated monthly or quarterly reports of your accounts
Access Wealth Reporting

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
  • Send a secure message via Lincoln Investment
Access Your Lincoln Investment Account

Access your Knox Financial Services Client  File Portal

Login to Knox Financial Services Client File Portal