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When you open a brokerage account at Lincoln Financial Advisors, you have the benefit of a number of services offered through our Broker-Dealer.
Be sure to take advantage of our two online offerings:
myStreetscape®
Find the brokerage account information you need - when you need it - by logging onto myStreetscape and discuss the more complex aspects of your investment portfolio with your Lincoln Financial Advisors planner.
Consolidated Portfolio Reporting (CPR)
Log in to review your quarterly consolidated investment statement. The report shows all of your Lincoln Financial Advisors securities brokerage accounts, Lincoln annuities and Lincoln Premier Series accounts.
And, there are many other features and services you can learn about here.
Lincoln Financial Advisors provides the following information to meet regulatory obligations for disclosure:
Quarterly Order Routing Practices Report
This report is prepared pursuant to the U.S. Securities and Exchange Commission rule that requires brokerage firms to publish their order routing practices on a quarterly basis.
Margin Disclosure Statement
This document provides some basic facts about purchasing securities on margin and alerts you to the risks involved with trading securities in a margin account. Before trading stocks in a margin account, you should carefully review the margin agreement provided. Consult your financial advisor regarding any questions you may have with your margin account.
Day-Trading Risk Disclosure Statement
This disclosure contains information you should consider before engaging in a day-trading strategy. Lincoln Financial Advisors does not promote day-trading but posts this disclosure in the interest of client education.
CRN0611-1517
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