How-to guides

Use the following step-by-step guides to learn how to open and manage your accounts with Lincoln. 

E-signature Process

With our secure electronic signature solution, your clients can quickly access and sign documents that require their signature. We’ve designed the e-signature experience to be a quick and easy way to complete the required documents for the application process.
 

Read the guide (PDF)

Manage your accounts

This guide walks you through the registration and account submission process, and shows how to link your accounts to key RIA custodians. It also provides instructions to access client statements, tax forms, fund performance and total account management.
 

Read the guide (PDF)

Investment advisor setup

Please complete this online form prior to submitting your first case to Lincoln.
 

Login or Register to get started with the investment advisor setup form.