Broker Check

Please contact the Knox Financial Services Team by calling 1-877-566-9468, option 1; email service@knoxfin.com; text 563-412-4770 or initiate your request(s) below: 

I wish to: 

Ask A Question About......

Ask A Question About......

Ask your question about your financial Journey, just submit a request below:

Ask A Question
    Access My Account                        

    Access My Account                        

Login or sign up for your Account Access.  We provide three different systems for account access, each focused on specific information about your accounts.

View Your Account
Meet With My Financial Advisor

Meet With My Financial Advisor

If you have a question, something to discuss, or wish to review your account,  we offer a range of days, times, and ways to meet to accommodate many schedules.

Schedule Your Meeting
Send A Message To My Advisor

Send A Message To My Advisor

Contact your Advisor with a message via email, text, or online message.

Send a Message
See If I Am On Track To Reach My Goals

See If I Am On Track To Reach My Goals

Knox Financial offers a free, completely private and secure financial planning tool to help you see if you are on track to reach your goals.

Quick Planner
See How Much Risk I Have In My Portfolio

See How Much Risk I Have In My Portfolio

Our quick questionnaire helps you determine the right amount of risk for you. Risk analysis may help your portfolio match your investment  expectations.

Risk Analysis
Get A Second Opinion On My Finances

Get A Second Opinion On My Finances

A second opinion of your financial situation may also provide you a new perspective, useful information, or reassurance. 

Second Opinion
See If Transferring Funds Is Right For Me

See If Transferring Funds Is Right For Me

Changing your investments to a new firm or advisor is a major decision.   See how we evaluate if a change is suitable for you.

Request Investment Analysis
   Tell Us About You!  Complete Your Profile

   Tell Us About You!  Complete Your Profile

Please tell us about you by providing the basic information needed for our planning or investing services.

Let's Get Started!
Sign Up for Economic Updates

Sign Up for Economic Updates

Stay informed about the economy and markets with our weekly, monthly, or quarterly newsletters.

Economic Newsletter
Sign Up for Our Newsletter

Sign Up for Our Newsletter

Stay up to date with current financial topics covered in the Knox Financial Minute newsletter.   

Knox Financial Minute
Learn about 457(b)   Retirement Plans

Learn about 457(b)   Retirement Plans

Learn about the special retirement plans available for governmental employees

457(b) Retirement Plans
Update My Phone, Address, email, Work, Or Marital Status

Update My Phone, Address, email, Work, Or Marital Status

Do you have new contact information?  Please update your information with us.

Update My Information
Designate My Beneficiary

Designate My Beneficiary

Designate or update your beneficiaries.

Beneficiary
Designate My Emergency Contact

Designate My Emergency Contact

Designating Trusted Contacts allows us to contact your trusted person in cases of emergency, or under certain circumstances, such as a change in your health status.

Trusted Contact
Update My Bank Account

Update My Bank Account

If you have changed  banks, please update your information, so your bank account remains linked to your investment account.

Update My Bank Information
        Access My          Personal File Safe

        Access My          Personal File Safe

Knox Financial Services provides our clients with their own secure online folder as an easily organized way to backup your files and documents, and allows you to to access them at any time, on any device, with your unique login. 

Personal File Safe
Send Documents To Knox Financial

Send Documents To Knox Financial

Do you wish to send us a document securely?  Our ShareFile service allows easy uploads of documents to us.

Share Your Files
Receive My Statements Electronically

Receive My Statements Electronically

Lincoln Investment statement notifications may be sent to your email, reminding you to login to view your account statements online. 

Receive your account information sooner than postal mail.

e-statement
Learn About My Required Distributions

Learn About My Required Distributions

Required Minimum Distributions (RMDs) are the amounts that you must withdraw each year from your Traditional IRA, employer-sponsored retirement plan "401(k)", 457(b), or tax sheltered account "403(b)" plans.

Required Minimum Distribution