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Submission: On January 25 via manual from IN — Scanned from DE
Effective URL: https://www.lincolnfinancial.com/public/microsite/lincolnfinancialsecurities/home?utm_source=typed&utm_medium=micrositeredirect&u...
Submission: On January 25 via manual from IN — Scanned from DE
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* Contact Close Contact & Support Contact & Support LINCOLN FINANCIAL SECURITIES ADDITIONAL SUPPORT Mailing Address: Lincoln Financial Securities 1301 S. Harrison Street / Suite 150 Fort Wayne, IN 46802 Questions about Specific Account Issues: Brokerage Account Services/General Information Investment Services and Trade: Phone: 800-237-3813 Monday - Friday 8:30 a.m.-7:00 p.m. ET Questions about Accessing and Using Wealthscape Investor: Wealthscape Investor LFG.com Please select one of the tabs below based on who you are. You can tap on the dropdown below to select who you are. Your selection will be remembered next time you visit our site (but you can change it at any time). Menu Close * Home * Product solutions Overview * Overview * Financial professional * Investments * Brokerage * Asset management * Annuities * Mutual funds * Alternative investments * 529 plans * My accounts Overview * Overview * Brokerage services * Access * Account security * Cost * Disclosures * Features HIDE Lincoln Financial Securities You can be confident that Lincoln Financial Securities (LFS) will provide access to a range of products to help toward meeting your personal financial goals. As our client, you may select from an extensive array of products offered by many of the foremost investment management organizations in the United States. Your LFS financial professional will help you take full advantage of these investment products. CLIENTS * Wealthscape InvestorSM View the positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts. * OmniSourceTM See consolidated statements and performance reporting any time for a comprehensive view of your finances. * Enroll in eDelivery for your NFS Statements Beginning in September 2022, clients with accounts at National Financial Services LLC (NFS) will begin to incur a $3.00 per quarter charge for each account generating printed and mailed account statements or trade confirmations. Accounts enrolled in eDelivery for account statements and trade confirmations by September 27, 2022 will avoid this $3.00 quarterly fee. Contact your financial professional for assistance on how to enroll in eDelivery. Learn more about Wealthscape Investor and eDelivery. FINANCIAL PROFESSIONALS * AdviceNext Gateway® Access to a suite of more than 40 web-based applications and sites that enable you to be more productive with single sign-on, session keep-alive and password keeper features. * Lincoln Solutions Center Access product information and other details to manage your Lincoln Life and Annuities Business, including Commissions, Life, Annuity and Retirement Book of Business, Pending Status and Assets Under Management. * Join Lincoln Financial Network Make the move to independence. Learn more about partnering with an independent broker-dealer dedicated to providing personalized affiliation options and a financial professional-centric, client-focused culture to financial professionals and a network of general agents. FORM CRS Succinct information about the relationships and services we offer to retail investors, fees and costs retail investors will pay, specified conflicts of interest and standards of conduct, our and our financial professionals’ disciplinary history, and other important matters can be found in our Form CRS - Customer Relationship Summary FINRA's free tool to research financial professionals and firms. Check now Home Product solutions * Overview My accounts * Overview * PRIVACY * LEGAL * © 2024 Lincoln National Corporation. All rights reserved. Lincoln Financial Network is the marketing name for Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Securities and advisory services offered through Lincoln Financial Securities Corp., 1301 South Harrison Street, Fort Wayne, IN., 46802, tel: 800-237-3813 , a member of SIPC, a registered broker-dealer and a registered investment adviser. Insurance offered through Lincoln affiliates and other fine companies. In California, insurance may be offered through LFS Marketing & Insurance Sales Corporation. In New York, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Lincoln Financial Securities Corp. and its financial professionals do not provide legal or tax advice. Not all financial professionals with our firm are able to offer advisory services. See Lincoln Financial Securities Corp. (LFS’) Form CRS - Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here. Wealthscape Investor℠ is a service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity's retail and capital markets businesses, bringing NFS assets under administration over $4 trillion as of October 31, 2019. Fidelity Clearing & Custody Solutions® and National Financial Services LLC (together "Fidelity") is an independent company, unaffiliated with Lincoln Financial Securities Corp. ("LFS"). Fidelity is a service provider to LFS. There is no form of legal partnership, agency affiliation, or similar relationship between your financial professional and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by LFS and does not guarantee, or assume any responsibility for, its content. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908746.1.0 LFS 4828933-070122