Broker Check
Choose How To Receive Your Account Statements

Choose How To Receive Your Account Statements

We believe that staying informed about your investment accounts is important.  There are multiple ways to view your account information.

The Lincoln Investment Investor Website Login provides your custodial statements of your accounts, prospectuses, and regulatory documents.  By electronic delivery of your documents, you may receive notification via email that a new document is available in your Investor Website.  E-delivery of your Lincoln Investment statements is safe, secure, timely and saves paper.  Click Here for instructions to login to your Lincoln Investment Investor Website.

Utilizing Lincoln Investment's Investor Website allows you to:

  • Receive your statements at least two days sooner than postal mail
  • Store and access financial documents securely online.
  • Download and print financial documents on demand.
  • Simplify recordkeeping.
  • Enjoy automatic file organization.
  • Save valuable time and space.
  • Eliminate paper waste.

Knox Financial Services provides two additional services to view your account information.  Albridge Wealth Reporting provides information about how your account is invested, including asset classes, rate of return and other relevant information.  Your Personal Financial Website allows a complete picture of your financial situation, including the ability to link accounts that are not invested with our firm, a vault for your important documents, additional content and videos.  Please visit Access Your Account to login or learn more about these resources.  

Watch A Video About Registering for the Lincoln Investment Investor Website

If you need assistance registering for a website, please call 1-877-566-9468 or email for assistance.  Thank you.