How to Register for myStreetscape

Transcription

How to Register for myStreetscape
How to Register for myStreetscape®
Enrolling in myStreetscape has never been easier. Gain secure, 24/7 access to your
accounts and find the information you need, when you need it, by logging onto
myStreetscape. Being better informed means you can effectively work with your
advisor towards reaching your goals.
Follow these easy steps to enroll in myStreetscape, get the free mobile app to access your account from almost
anywhere and sign up for e-Delivery of your statements, confirmations and more. You can even import eligible
tax forms directly from myStreetscape into Turbo Tax®.
Enroll in myStreetscape1
Step 1 Visit the myStreetscape login page at
www.mystreetscape.com/my/lfa.
Step 2 Click the ‘Register Now’ link.
Step 3 Type in the last four digits of your
Social Security number along with your first
name, last name and date of birth.
Step 4 Enter your valid brokerage
account number, which can be found
on a recent brokerage account
statement or confirm.
1
If your investment portfolio includes one or more Lincoln Premier Series accounts, or if your account is linked to a TIN
or Institutional Name, please visit www.lfa-sagemark.com to initiate the registration process.
Lincoln Financial Advisors
January 2014
Step 5 Once your identity has been verified, you
will be prompted to register.
Step 6 You’ll be prompted to establish and
confirm your personal identification
number (PIN) and create your specific
security questions.
Upon successful self-registration, your ID
will be displayed on the screen. (Important:
You should record your new ID before
navigating away from the registration
screen. Your ID will not be automatically
emailed to you after registration.)
Get the myStreetscape Mobile App
The free myStreetscape mobile app enables
you to access your brokerage account
information on your Apple® iPad® or iPhone®,
Android™, Blackberry™ and other
smartphones. You can view your account
positions, balances, transaction history and
more.


Apple versions can be found in the iTunes®
Store under "National Financial."
Browser-based version is available for use
on any smartphone, including Blackberry®,
at www.mystreetscape.mobi.
Be Environmentally-Friendly with e-Delivery
Simplify your recordkeeping and reduce the risk of
identity theft by signing up for e-Delivery. You’ll get
electronic storage of statements, trade confirmations,
prospectuses, shareholder reports and other
correspondence.
Cut down on clutter and reduce the risk of misplacing
important documents.


Login to your myStreetscape account.
Click on the ‘Go Paperless’ link.
For assistance, please contact our Service Center at 1-800-237-3813.
Lincoln Financial Advisors
CRN-795162-011314
January 2014