Account Access
Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to evaluate your needs and develop a customized financial plan.
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 your financial portfolio.
Omnisource Portfolio Reporting
We would like to welcome you to our OmniSource wealth reporting platform. OmniSource allows you to view your accounts together on one website. Please follow these instructions on how to register for OmniSource. For the best
experience, please use Microsoft Internet Explorer or Google Chrome.
Login to Omnisource
Wealthscape Investor
Wealthscape Investor is an Internet-based service providing you access to your account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway.
Login to Wealthscape Investor
Lincoln Life and Annuity Accounts
If you are the owner of a variable annuity or Life Insurance contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.
Login to Lincoln Annuity Accounts
Brinker Capital Portfolio
This service is offered to clients of Osaic FA who desire individual account management services. Osaic FA utilizes Brinker Capital, a registered investment advisor to administer and assist with the asset allocation and individual manager selection. Brinker Capital also provides ongoing due diligence on each of the money managers offered. Osaic FA and/or Brinker Capital will consult with the client concerning the client's objectives and risk tolerance and recommend an unaffiliated portfolio management firm(s) to provide customized portfolio management services to the client. Osaic FA and Brinker Capital monitor and consult with the client concerning the investment performance of the account, monitor the continuing capability and general performance of the portfolio management firm, and may recommend a change therein, if appropriate.
OSaic FA charges a bundled fee for the Brinker Core Asset Manager Program, which includes the fee of the portfolio management firm, brokerage costs, Brinker Capital's advisory fee and Osaic FA's advisory fee.
Login to Brinker Capital Portfolio
Lincoln Pension Accounts
If you are a participant in a Lincoln 401(k) or Pension plan that uses the Lincoln DirectorSM unregistered group varable annuity, you can access your account and make investment changes 24 hours a day, 7 days a week.
Login to Lincoln Pension Accounts