Account Access

Your Wealthscape Investor account provides real-time access to your brokerage accounts, positions and balances any time, from any device you choose with an internet connection.

• View customizable positions and history pages allowing you to view data that’s most important to you
• Sort and filter account holdings
• Obtain real-time order status updates
• Review two years of transaction history
• 10 years of statements
• Seven years of trade confirmations
• Up to seven years of tax documents

This environmentally friendly access to your account information provides enhanced security and identity theft protection, all while delivering simplified recordkeeping and the convenience you deserve.

Your eMoney Personal Financial Website serves as a secure, up-to-date window into your entire financial world — accessible to you at any time, from any device with an internet connection.

• Organize all of your accounts in one place
  
• View your complete financial picture
  
• Access your secure vault
  
• Monitor your total portfolio returns
  
• Set and track progress towards goals
  
• Create and manage your budget
  

In short, eMoney simplifies your finances and enables you to collaborate with your advisory team on a more timely basis. Please contact us to set up account access.

Your Lincoln online account provides secure and convenient 24/7 access, making it simple to access information, resources, tools and more any time, anywhere. Registering is fast and easy, too! One account for all your individual Lincoln products. It’s that simple. 

• Annuity Accounts
  
• Employee Group Benefits
  
• Life Insurance Policies
  
• Retirement Accounts