Osaic FA

We’re thrilled to announce that Lincoln Financial Advisors is now Osaic FA. Your relationship with your financial professional remains unchanged and their dedication to helping you reach your financial goals is unwavering.

My accounts

CLIENTS

Wealthscape Investor

View the positions, balances, account statements and tax documents from your PC or mobile device for your brokerage and managed accounts.

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CLIENTS

OmniSource

Access consolidated statements and performance reporting 24/7 for a comprehensive view of your finances.

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FINANCIAL PROFESSIONALS

AdviceNext Gateway

Explore a suite of more than 40 web-based applications and sites that increase your productivity with single sign-on, session keep-alive and password-keeper features.

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FINANCIAL PROFESSIONALS

Lincoln Solutions Center

Access product information and other details to manage your Lincoln Life and Annuities Business, including Commissions, Life, Annuity and Retirement Book of Business, Pending Status and Assets Under Management (AUM).

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Disclosures

Form CRS
Reg BI Disclosure Document
Form ADV Part 2A Appendix 1 - WealthLinc
Form ADV Part 2A - TAMP, RPS, and Other Advisory Services
Form ADV Part 2A - Sagemark Consulting
Form ADV Part 2A - Financial Planning
Form ADV Part 2A - Premier Plus Wealth Management Program
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