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View Your Accounts

Access Your Personal Financial Website

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 Personal Financial Website
Access Your Wealth Reporting Site

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 Wealth Reporting
Access Your Lincoln Investment Account 

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 Lincoln Investment Account
Access Your Personal Financial Safe

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
Access Your Personal File Safe

Which Site Is Best For You?

We seek to provide information to our clients that is useful to them.  Knox Financial Services subscribes to the Personal Financial Website, Wealth Reporting, and Personal File Safe programs for our clients. 

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 more detailed view of your investment accounts managed by us.

Your Lincoln Investment website stores your account statements, displays current values and transaction histories, and also includes a vault for storing important documents.

Your Personal File Safe is for storing copies of your important files and documents, and does not contain information about your account.  We may share important documents with you via this site.

Still not sure?  Contact our Client Service Team at or 1-877-566-9468 to provide access to each of these sites and a tour of each.