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

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.

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.

Send A Message To My Advisor
Contact your Advisor with a message via email, text, or online message.

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.

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.

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.

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.

Tell Us About You! Complete Your Profile
Please tell us about you by providing the basic information needed for our planning or investing services.

Sign Up for Economic Updates
Stay informed about the economy and markets with our weekly, monthly, or quarterly newsletters.

Sign Up for Our Newsletter
Stay up to date with current financial topics covered in the Knox Financial Minute newsletter.

Learn about 457(b) Retirement Plans
Learn about the special retirement plans available for governmental employees

Update My Phone, Address, email, Work, Or Marital Status
Do you have new contact information? Please update your information with us.

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.

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

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.

Send Documents To Knox Financial
Do you wish to send us a document securely? Our ShareFile service allows easy uploads of documents to us.

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.

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.