Client Center


Financial Calculators


OmniSource

You can see a consolidated view of all of your accounts held at Lincoln Financial Securities via OmniSource.  Click HERE if you need help getting logged in and we will contact you as soon as possible to assist you.

NetX360

Those clients that have CWA accounts can view their tax documents here.  You can also use this site to set your accounts to e-delivery.  Click HERE if you need help getting logged in and we will contact you as soon as possible to assist you. 

AssetMark

Those clients that have AssetMark accounts can view their tax documents here.  You can also use this site to set your accounts to e-delivery.  Click HERE if you need help getting logged in and we will contact you as soon as possible to assist you.


Click here to learn more about Lincoln Financial Securities.