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 portfolioReceive a weekly summaryTrack investment performanceMonitor your balance sheetExplore informative content & videos Store your important documents in your own personal VaultInteractive retirement income planning with your AdvisorModel your financial future with your Advisor Access Your Personal Financial Website Access Your NETXInvestor Account Register or Login to view your CAAMS accounts through Lincoln Investment. View your account balanceAccess account statements, confirmations, and tax formsChoose your delivery preferences for documents, including paperless delivery Access Your CAAMS NETX Investor Account Access Your Solutions Premier Account Register or Login to view your accounts held at Lincoln Investment. View your account balanceAccess account statements, confirmations, and tax formsChoose your delivery preferences for documents, including paperless deliverySend a secure message to your Financial Advisor Access Your Lincoln Investment Account 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 transactionsProvides personalized rate of return calculationsIncludes a dashboard for a complete view of your portfolioIncludes detailed account reports Access Your Wealth Reporting Site See How Our Personal Financial Website May Work For YouPersonal Financial Website Overview 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 NETX Investor provides account information for your CAAMS accounts, statement retrieval, and the ability to elect electronic delivery of your statements and correspondence. Your Lincoln Investment website stores your Solutions Premier account statements, displays current values and transaction histories, includes a vault for storing important documents, and elect electronic delivery.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 firstname.lastname@example.org or 1-877-566-9468 to discuss which site may best fit your information goals.