Investment Account Access
- 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.
Login to myStreetscape
Get help with myStreetscape
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.
Login to Consolidated Portfolio Reporting
SEI Investments
LFA charges a fee based on a percentage of assets under management. The annual fee will not exceed 1.75%.
Login to SEI Investments
Get help with SEI Investments
Brinker Capital Portfolio
LFA 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 LFA's advisory fee.
Login to Brinker Capital Portfolio
Lincoln Managed Asset Program
Login to Lincoln Managed Asset Program


