Investment Account Access
Account Access
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 a successful financial portfolio.
- Account Aggregation is a service provided through Lincoln Financial Advisors 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.
myStreetscape
If you would like to learn more about myStreetscape or signup for a login ID/Password, please go here.
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Consolidated Portfolio Reporting
Portfolio Summary - summarizing contributions, withdrawals, realized and unrealized gains/losses and income for the period. Also, an internal rate of return is reported for the current quarter, year-to-date, and since report inception.
Individual Account Summary - consolidates LFA Brokerage accounts and Lincoln Annuity account data.
Asset Allocation Summary - classifies investments into asset classes and displays a pie chart to show the current allocation of classes.
Portfolio Detail - details individual holdings in all accounts including market value, realized and unrealized gains/losses, dividends, and rates of return for the period stated.
Purchases/Sales/Reinvested Dividends - itemizes all purchases and sales for the quarter, including trade dates, unit prices, quantities and totals.
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SEI Investments
LFA charges a fee based on a percentage of assets under management. The annual fee will not exceed 1.75%.
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Lincoln Managed Asset Program
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