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  • OSJ@wealthplanfinancial.com

Client Login

  2. For Clients
  3. Client Login

EMONEY

View account balances, create your own budgets, upload documents, view reports prepared by your advisor and more.

OMNISOURCE

Omni Source

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

wealthscape-logo

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.

WEALTHSCAPE INVESTOR MOBILE APP

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:

  • Android® phone, downloaded from Google Play under “Wealthscape Investor”
  • iPhone® downloaded from the Apple® iTunes® Store under “Wealthscape Investor”

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.

Address

3540 Toringdon Way Suite 200
Charlotte, NC 28277

Phone

(704) 357-1099

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives.

    Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV.

    Cambridge Investment Research Inc., and WealthPlan Financial Group are not affiliated. 

    The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

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