Osaic FS

Lincoln Financial Securities is now Osaic FS

We're thrilled to announce that Lincoln Financial Securities is now Osaic FS. Your relationship with your financial professional remains unchanged and their dedication to helping you reach your financial goals is unwavering. Osaic’s mission is to empower your financial professional with the tools and resources to serve you.

As of May 6, 2024, Osaic FA, Inc. and Osaic FS, Inc. ("Osaic FA" and "Osaic FS" and formerly known as Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp.) are no longer affiliates of Lincoln National Corporation. The information and/or disclosures that are provided on this site and/or that are accessible via link(s) on this site are not related to any product or service offering of any affiliate of Lincoln National Corporation but rather relate to Osaic FA and/or Osaic FS. Lincoln National Corporation and its affiliates make no representation or warranty as to the content, accuracy or completeness of any information or disclosures that are provided on this site and/or that are accessible via link(s) on this site. Any questions regarding the information and/or disclosures that are provided on this site and/or that are accessible via link(s) on this site should be directed to Osaic FA and/or Osaic FS.

You can be confident that Osaic FS provides access to a wide range of products and services to help meet your personal financial goals.

Clients can select from a multitude of products offered by many of the foremost nationally recognized investment management organizations. Your Osaic FS financial professional is here to help you secure your financial future.

Clients Wealthscape Investor^SM View the positions, balances, account statements and tax documents from your PC or mobile device for your brokerage and managed accounts. Learn more about Wealthscape Investor and eDelivery. OmniSource^TM Access consolidated statements and performance reporting 24/7 for a comprehensive view of your finances.	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. 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).

Clients

Wealthscape Investor^SM
View the positions, balances, account statements and tax documents from your PC or mobile device for your brokerage and managed accounts. Learn more about Wealthscape Investor and eDelivery.
OmniSource^TM
Access consolidated statements and performance reporting 24/7 for a comprehensive view of your finances.

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.
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).

Form CRS

Succinct information about the relationships and services we offer to retail investors, fees and costs retail investors will pay, specified conflicts of interest and standards of conduct, our and our financial professionals’ disciplinary history, and other important matters can be found in our
Form CRS – Customer Relationship Summary

Securities and investment advisory services are offered through Osaic FS, Inc., broker-dealer, registered investment adviser, and member of FINRA and SIPC. Osaic FS, Inc. is separately owned and other entities and/or marketing names, products, or services referenced here are independent.

1301 South Harrison Street, Fort Wayne, IN., 46802, tel: 800-237-3813

Not all financial professionals with our firm are able to offer advisory services.

See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.

Wealthscape Investor^SM is a service mark of FMR LLC.

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to institutions, financial intermediaries, and individuals. For more information about Fidelity Investments, visit Fidelity.com.

Fidelity Investments ("Fidelity") is an independent company, unaffiliated with Osaic FS. Fidelity is a service provider to Osaic FS. There is no form of legal partnership, agency affiliation, or similar relationship between your financial professional and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity is a registered service mark of FMR LLC. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 908746.2.0

Osaic FS and its affiliates do not provide tax, legal or accounting advice. Consult your tax professional for any tax, accounting or legal issues.

LFS-6659597-053024

OSAIC/FS				ADDITIONAL SUPPORT
Mailing Address: Osaic/FS 1301 S. Harrison Street / Suite 150 Fort Wayne, IN 46802				Questions about specific account issues: Brokerage Account Services/General Information
Investment Services and Trade: Phone: 800-237-3813 Monday - Friday 8:30 a.m.-7:00 p.m. ET				Questions about accessing and using Wealthscape Investor^SM: Wealthscape Investor
				Questions about account aggregation: Aggregation Services Phone: 484-583-6893 Osaic.com/fs