Account Access

Now, for the first time, Lincoln Financial Advisors (LFA) offers quick and easy access to your V.I.P. Select Consolidated Portfolio Report via the Internet. Simply log on anytime, 24 hours a day, seven days a week, and you'll have immediate access to your most recent reports, including:

Portfolio Summary - summarizing contributions, withdrawals, realized and unrealized gains/losses and income for the period. Also, an internal rate of return is reported for the current quarter, year-to-date, and since report inception.
Individual Account Summary - consolidates LFA Brokerage accounts and Lincoln annuity account data.
Asset Allocation Summary - classifies investments into asset classes and displays a pie chart to show the current allocation of classes.
Portfolio Detail - details individual holdings in all accounts including market value, realized and unrealized gains/losses, dividends, and rates of return for the period stated.
Purchases/Sales/Reinvested Dividends - itemizes all purchases and sales for the quarter, including trade dates, unit prices, quantities and totals.

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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 reviews 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 reviews 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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Get help with SEI Investments

Whether you are buying a mutual fund for the first time or you're an experienced investor with a diversified portfolio, we can help. With access to state-of-the-art investment databases and communication with a variety of money managers, we have the tools, resources and experience necessary to evaluate your needs and develop a customized financial plan.

Our securities brokerage is a natural extension of the financial services we provide. It's just one of the many ways we can assist you in developing and maintaining your financial portfolio.

If you are the owner of a variable annuity contract from The Lincoln National Life Insurance Company, you can access your account and make investment changes 24 hours a day, 7 days a week.

Login to Lincoln Annuity Accounts