Access Your Account
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Secure Client Portal
On-demand access to your financial picture in one place to monitor account activity, track progress toward goals, evaluate spending, and much more
Quickly and easily see all of your investments and assets on one page, even those held outside the United States.
Access and run financial statement reports, view account statuses, history and more from within your secure account.
Upload your documents such as wills, trusts, mortgages, life insurance policies and more that you want to access securely and easily.
Consolidated Statement Disclaimer
The information provided in this report has been supplied by third parties, and although the data is believed to be reliable, no representation is made as to the accuracy, timeliness or completeness of the information contained herein. This report combines investment account data solely for the sake of convenience and may not reflect the total composition or provide accurate pricing of your investment holdings.
This report is not intended to replace a clearing firm or other custodian’s periodic account statements and transaction confirmations. Clearing firm and custodian statements should serve as the primary and most accurate data source should a discrepancy in reported information occur. Reported results reflect the deduction of advisory fees, brokerage commissions, fund charges and the reinvestment of dividends. For questions regarding the fees or charges deducted against your account, please contact your financial advisor.
This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. If your investment objectives, risk tolerance or overall financial situation have been changed, please notify your financial advisor immediately. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance.
Investment advisory services are offered through Lincoln Capital LLC, an SEC Registered Investment Adviser. Clearing and brokerage services provided to clients of Lincoln Capital LLC are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. Securities are offered through Mutual Securities, Inc., Member FINRA/SIPC. Clearing services provided to clients of Mutual Securities, Inc. are offered by National Financial Services, LLC, a Fidelity Investment company, Member FINRA/SIPC. Other custodians providing services to clients of Mutual Securities, Inc. may include mutual funds, insurance companies, 529 Plans and trust companies. SIPC coverage may not apply to all assets held away from Mutual Securities, Inc. and National Financial Services, LLC. Lincoln Capital LLC is not affiliated with Mutual Securities, Inc.