Account Access

• If you wish to elect digital delivery of account documents,  NetXInvestor provides this election for Pershing accounts 
• Access account statements, confirmations, and tax forms for your Pershing accounts
  
• Transfer Funds to and from select  Pershing accounts

• If you have accounts other than Pershing, such as 401(k) or 529 college savings plans held through Lincoln, this site provides a consolidated view of your accounts
• Access account statements, confirmations, and tax forms for Pershing accounts
• Message your Financial Advisor

• If you wish to view your account balances from multiple custodians
• If you wish to see other assets, including bank accounts, credit cards, investments held elsewhere
• If you desire a complete picture of your financial situation
• Ability to easily transition to Financial Planning with your Advisor
• If you wish to have a phone app,  for both iOS and Android 

• Limited to Pershing Accounts at this time
• No Messaging Feature
  

• Limited to accounts held through Lincoln Investment
• No feature to transfer funds

• Does not have the capability to choose digital delivery for statements
• No feature to transfer funds
• No Messaging Feature

Powered by Pershing, LLC.

Powered by Lincoln Investment

Powered by eMoney Advisor

• Navigate to the site
• Review and Agree to the Terms and Conditions
• Verify your identity.  An account number is necessary
• Create a User ID and secure password
• Activate your account by clicking a link in an email sent to you

• Navigate to the site 
• Click Sign Up
• Enter your email address
• Create a Password
• Activate your account by entering the verification code sent to your email

• Request access by calling 1-877-566-9468 or clicking this link
• Open the email sent to you
• Create your username and password
• Login

Download the iOS app

Download the Android app

For Assistance, Call 1-888-508-4780

7:30 am - 4:00 pm CST

Monday-Friday

For Assistance, Call 1-888-508-4780

7:30 am - 4:00 pm CST

Monday-Friday

For Assistance, Call 1-877-566-9468

8:00 am - 4:00 pm CST

Monday-Thursday and

8:00 am - 3:00 pm CST on Friday

or email service@knoxfin.com