Lincoln Financial Advisors, which includes the Sagemark Consulting division, is an independent broker-dealer with a national network of financial professionals. Our representatives are committed to long-term client relationships and have access to a diverse spectrum of products and specialized support. They provide integrated, personalized solutions and fee-based financial planning to help individuals, business owners, professionals, executives and retirees develop estate, business succession, retirement and financial plans.
View the positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts.
Access your information 24 hours a day, seven days a week from anywhere! With eVault, you can securely download and upload files between you and your advisor.
See consolidated statements and performance reporting at any time for a comprehensive view of your finances.
> Account Aggregation
Provides you with a comprehensive "picture" of all the accounts you select for inclusion.
View your positions, balances, account statements and tax documents from your computer or mobile device for your brokerage and managed accounts.