Waypoint Partners
28601 Chagrin Blvd., Suite 300
Cleveland, OH 44122-4500
216.591.2367
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Account Access

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.

eMoney

eMoney provides a complete web-based suite of financial planning tools that aggregates all of your financial assets into a single web-based reporting system.

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OmniSource

Lincoln Financial Advisors’ OmniSource provides you with timely, secure and convenient access to information about your investments with Lincoln Financial Advisors. With OmniSource, you are able to view account holdings, values and transactions on-line 24 hours a day, seven days a week!

OmniSource is an extension of the service and commitment of your Lincoln Financial Advisors planner to your overall financial well-being.

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WealthScape Investor

WealthScape Investor is an Internet-based service providing you access to your account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway.

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Wealthscape Investor

Wealthscape Investor is an Internet-based service providing you access to your account(s) 24 hours a day, 7 days a week. It provides a clear and secure, yet powerful, means for you to access your account data and obtain the latest market information. Account information is always current as of the prior business day, while market data is updated throughout the day. And, your information is safeguarded in a secure environment; delivered to you via an encrypted, password protected pathway.

Login to Wealthscape Investor