Client Center
Client Center
AssetMark
For our clients that have Assetmark accounts, you can gain access to your account, obtain tax documentation, and setup e-delivery. Please contact us if you need help logging in and we will contact you as soon as possible.
eMoney
eMoney is a Wealth Management System, it allows for comprehensive planning and access to your financial health in one location. With eMoney we can easily share, store and exchange financial documents, as we work together.
Lincoln Financial Securities
For more information on Lincoln Financial Securities please click below.
OmniSource
Access to OmniSource will allow you to see all of your accounts held at Lincoln Financial Securities. Please contact us if you need help logging in and we will contact you as soon as possible.
Wealthscape
For our clients with brokerage and advisory accounts, Wealthscape provides you with the ability to view your account, obtain tax documentation, and setup e-delivery. Please contact us if you need help logging in and we will contact you as soon as possible.