8755 West Higgins Road, Suite 200
Chicago, IL 60631
773.693.6100
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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.

  • Account Aggregation is a service provided through Lincoln Financial Advisors (LFA) which aggregates Lincoln and non-Lincoln accounts to form a comprehensive "picture" of all of the accounts that you select for inclusion.
  • When you open a brokerage account at Lincoln Financial Advisors, you have the benefit of a number of services offered through our broker-dealer.
  • Through our affiliation with Lincoln affiliated companies, we are able to provide our client this direct, on-line, access to their accounts at.Lincoln Financial Advisors

 

American Funds

Select your role, which is Individual Investor. Click Log In to Your account. Click on new user. Put in your account number and hit next.

Login to American Funds

 

Bright Directions

Go to current investor. Click on first-time user. Answer the questions (you will need your account number).

Login to Bright Directions

 

Brinker

Click on log in the top right hand corner. Click on need access. Click on request access and hit submit. Complete the online access registration. Once you are registered, you can choose to have edelivery.

Login to Brinker

 

Lincoln or Premier

Click on the My Accounts tab. Click on brokerage services, then access. Then click online access through Wealthscape Investor. Then click on register and complete the questions (you will need your account number).

Login to Lincoln or Premier

 

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.

Login to Lincoln Annuity Accounts

 

Lincoln Pension Accounts

If you are a participant in a Lincoln 401(k) or Pension plan that uses the Lincoln DirectorSM  unregistered group varable annuity, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Lincoln Pension Accounts

 

Transamerica

Click on login (in red). Click on register for account (in red). Click on mutual fund, then hit register. In the red box, click new user register here. Complete the information (you'll need your account number).

Login to Transamerica

 

Wealthscape Investor

Wealthscape Investor is an Internet-based service providing you access to your account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway.

Login to Wealthscape Investor