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Account Access

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to evaluate your needs and develop a customized financial plan.

Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining your financial portfolio.

Wealthscape Investor


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Fidelity Premier Accounts


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American Funds Individual Investors


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American Funds Employers & Plan Sponsors


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Lincoln Annuity Accounts


If you are the owner of a variable annuity contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.

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Jackson


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Prudential Annuities


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Lincoln Consolidated Portfolio Reporting


LFA offers quick and easy access to your V.I.P. Select Consolidated Portfolio Report via the Internet. Simply log on anytime, 24 hours a day, seven days a week, and you'll have immediate access to your most recent reports.

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