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 Access Your Personal Financial Website 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 Wealth Reporting Access Your Lincoln Investment 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 Personal Financial Safe Your Personal File Safe is a secure online folder to store copies of your important files. Easily organize your filesBackup important documentsAccess 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 youShare files easily with your family, or other trusted advisors, like your attorney or tax professional Access Your Personal File Safe 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 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 firstname.lastname@example.org or 1-877-566-9468 to provide access to each of these sites and a tour of each.