15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
View account balances, create your own budgets, upload documents, view reports prepared by your advisor and more.
OmniSource is our client’s preferred method to access their accounts online. If you are not set up for OmniSource access, please contact your advisor to get set up today.
Wealthscape Investor (formerly myStreetscape) is National Financial Service’s online viewing website where you can view market information, account balances, positions, account history as well as any generated account documents.
The free Wealthscape Investor mobile app enables you to access brokerage account information on a smartphone or Apple® iPad while on the go, as well as deposit funds* directly into your brokerage account. For more information on the Remote Check Deposit feature, use our step-by-step How to Guide For Your First Deposit. You can access the app via:
As an added convenience to current Wealthscape Investor users, login credentials for the mobile app are the same ID and Password used to login to the Wealthscape Investor website.
To reset your Wealthscape Investor password, click on the “Forgot/Reset My Password” or contact the Lincoln Financial Securities Help Desk directly at 800.843.2007 opt 5 for assistance (8:30am-5:00pm EST).
*$50,000 daily deposit limit per account. Please contact your advisor for assistance with any deposits over $50,000.