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Manage Your Assets Efficiently

C. Beach Brown offers a variety of online tools that give you access to all your financial information, so you can manage your assets whenever you want from wherever you are quickly, easily, and securely.

If you’re logging in for the first time, please email us and we’ll provide you with the information you need to establish your User ID and Password.

Wealth Management Portal

Access your complete financial picture anywhere, anytime through web-based eMoney Wealth Manger.



View your account holdings, values, transactions and other information about your investments Lincoln Financial 24/7 through OmniSource.

OmniSource is an extension of the service and commitment of your Lincoln Financial Securities Corporation registered representative to your overall financial well-being.


National Financial Services

Login through Wealth Scape to your accounts held at National Financial Services

AssetMark provides access to AssetMark account information as well as account statements and regulatory materials.


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