Client Account Access Links


Client Aggregated Account Portal

  • This portal allows clients to view all of their accounts with our firm as well as their accounts with other firms all on one easy to use screen. As a part of our committment to your financial success, we are making Morningstar reporting tools also available through this portal for use with your portfolios. To register for this value added service, contact our office for a termporary password. 

Wealthscape

  • This portal allows clients to view their Lincoln Brokerage and Managed accounts, cost basis, history, and elect to go paperless.

Lincoln Life, Annuity and Employer Sponsored Retirement Plans

  • This portal allows clients to view their Lincoln Life Policies, Annuity Contracts, and Employer Sponsored Retirement Plans.  Clients may also elect to go paperless with these accounts and policies here.

American Funds

  • This portal allows clients to view their American Funds 529 Plans, Non-Qualified Accounts, SIMPLE IRAs, Traditional and Roth IRAs. Clients may also elect to go paperless with these accounts here.

Delaware Funds

  • This portal allows clients to view their Delaware Funds Non-Qualified Accounts, Traditional and Roth IRAs. Clients may also elect to go paperless with these accounts here.

Oppenheimer Funds

  • This portal allows clients to view their Oppenheimer Funds 529 Plans, Non-Qualified Accounts, Traditional and Roth IRAs. Clients may also elect to go paperless with these accounts here.