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Lincoln Financial Advisors offers a variety of brokerage accounts and services to help meet your financial needs.
Brokerage AccessSMGold Account — features all of the services a top-of-the-line cash management account should, such as unlimited checkwriting, margin account borrowing, and a VISA® Gold debit/ATM card. Not only will you have the flexibility to trade and invest in a variety of securities, you'll also enjoy access to many of the major services you need to manage your day-to-day financial transactions. Keeping your finances together in one place makes perfect financial sense and simplifies your recordkeeping.
Our Fee and Commission Schedule will provide you with any associated fees and commissions applicable to your brokerage account.
Basic Account — offers all the convenience and flexibility of a brokerage account without all the extra services you may not need. Designed for investors who want to buy and sell a full complement of investment products, it is available as a cash or margin account. Working with your financial planner, you can reposition your portfolio holdings to help address ever-changing personal and economic conditions. Our Fee and Commission Schedule will provide you with any associated fees and commissions applicable to your brokerage account.
Margin trading entails a great risk and is not suitable for all investors. If the market value of the securities in your margin account declines, you may be required to deposit more money or securities in order to maintain your line of credit. Investment losses do not minimize your obligation to repay a loan in full.
Individual Retirement Accounts — can help you meet the goals of financial independence at retirement and the preservation of assets for future generations. Whether your earnings grow tax-deferred or tax-free, your retirement savings can enjoy the full benefit of tax-deferred compounding potential. Innovative strategies to extend your self-directed retirement account and its potential for tax-deferred growth to future generations are available. Our Fee and Commission Schedule will provide you with any associated fees and commissions applicable to your brokerage account.
The Lincoln Financial Advisors brokerage accounts, along with our other securities brokerage services, can help you satisfy your financial needs and help maximize the potential of your assets. Depending on your age and financial circumstances, you may need a more conservative or more aggressive approach to investing. When you are building assets, it's important to work with a financial planner to review your progress at each stage of your life. Your financial planner will help you to effectively manage your money over your lifetime and beyond.
We excel at providing simple and convenient ways to handle the varied aspects of money management.
Through a brokerage account, your financial planner can purchase many different types of investment securities for you on a non-discretionary basis. These include:
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Mutual Funds
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Exchange Traded Funds (ETFs)
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Common & Preferred Stocks
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Corporate & Municipal Bonds
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U.S. Government Bonds
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Zero Coupon Bonds
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Certificates of Deposit
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Options
Click here to see a list of services offered through the Lincoln Financial Advisors Brokerage Account.
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