View Your Accounts
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
- Track investment performance
- Monitor your balance sheet
- Explore informative content & videos
- Store your important documents in your own personal Vault
- Interactive retirement income planning with your Advisor
- Model your financial future
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
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 Safe
Your Personal File Safe is a secure online folder to store copies of your important files.
- Easily organize your files
- Backup important documents
- Access them at any time, on any device, with your unique login.
- Store copies of your will, power of attorney, deeds, titles, vital records, tax-returns, pictures, or other files and documents that are important to you
- Share files easily with your family, or other trusted advisors, like your attorney or tax professional