Broker Check

Account Access

Lincoln Investment Planning, LLC (Lincoln Investment), as your broker/dealer, is changing the custody and clearing arrangements on your account(s) from Pershing LLC to Lincoln Investment’s self-clearing and custody platform. Most assets will automatically move to Lincoln Investment’s platform over the weekend of August 16, 2019. Assets that remain on the Pershing LLC platform will still be visible through the Lincoln Investment login.

All designated beneficiary information, banking information, systematic purchase and/or distribution instructions, and any loan information will transfer automatically with your account. You will not incur any costs when your assets transfer to Lincoln Investment.

We encourage you to register with the new Lincoln Investment login below so you have access throughout the migration.

Legend Client AccountLink Login

Securely access your Legend Group accounts here.


Lincoln Investment Investor Accounts Login

Securely access your Legend and Lincoln Investment accounts here.