Account Access

 

myWealthConnect

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myWealthConnectis a next-generation financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere in the world via your own secure and protected Personal Financial Home Page.

Click here for myWealthConnect.

Fidelity

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American Funds

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myStreetscape

myStreetscape 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.

If you would like to learn more about myStreetscape or signup for a login ID/Password, please go here.

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Lincoln Managed Asset Program

The Lincoln Managed Asset Programis a privately managed separate account utilizing one or more private money managers. Unique characteristics of the program include one on one interaction with the money manager, third party custodian, and asset protection of $50,000,000 per account.

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SEI Investments

This program is offered to clients who desire asset allocation using style specific institutional mutual funds. The program utilizes the SEI institutional funds which incorporate multiple style money managers. LFA consults with the client concerning client's objectives and risk tolerance and recommends a specific asset allocation model. This model utilizes the SEI funds to allocate the client's assets and is rebalanced on a monthly basis. LFA monitors and consults with a client concerning the investment performance of his account and may recommend a change in models should the client's investment objective or other conditions warrant.

LFA charges a fee based on a percentage of assets under management. The annual fee will not exceed 1.75%.

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