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View Your Accounts

Access Your NETXInvestor Account

Access Your NETXInvestor Account

Register or Login to view your CAAMS accounts through Lincoln Investment.  

  • View your account balance
  • Access account statements, confirmations, and tax forms
  • Choose your delivery preferences for documents, including paperless delivery
<p class="">Access Your Solutions Premier Account&#160;

Access Your Solutions Premier 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 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 with your Advisor
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


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 service@knoxfin.com or 1-877-566-9468 to discuss which site may best fit your information goals.