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
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 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