Paperfree
Transitioning to Paper-Free
You may receive your investment account statements, confirmations, regulatory documents, and other items via electronic delivery.
Benefits of electronic delivery:
Receive information quicker - at least two days ahead of paper statements.
- Access historical statements easily
- Available on demand
- Simplify recordkeeping
- Save time and space
- Eliminate paper waste
It is our goal to shift our business practices and procedures to paper-free. This will allow us to not only cut-back on paper, but also reduce additional mailing costs. Knox Financial Services will promote and encourage the use of eDelivery and NetXInvestor.com as a result of this transition.
Custodian Statements
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
CAAMS
CAAMS accounts are easily accessible through NetXInvestor. Through this secure website, investors can have access to various services, such as: holdings, balances, accounts history, statements, confirms, notifications and tax documents relating to their Pershing (CAAMS) accounts.
NetXInvester is primarily view-only, however, clients have the ability to update their email and/or eDelivery preferences.
When clients access NetXInvestor.com, they will have to enter Lincoln's financial organization code with Pershing: JKT.
Solutions Premier
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Wealth Reporting
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Personal Financial Webite
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.