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Wealth by Design PNW

This is an online resource where you can aggregate all your accounts to create a living balance sheet. It also provides a safe and secure personal vault for all your important documents that you can access whenever or wherever you need them.

  • Shared Documents – Use this folder to drag and drop your information into, for our view
  • My Documents – this folder is for your view ONLY, and is never shared with anyone else
VIsit WBD PNW Center

WealthScape Investor

This online resource provides access to view and manage your Lincoln brokerage and managed accounts.

  • View account details
  • eReport address change
  • Online Bill Pay
  • retrieve statements and tax documents
  • eDelivery
  • download accounts
  • Export to Quicken, TurboTax, H&R Block & TaxAct
Visit WealthScape

SEI Account Access



We would like to welcome you to our OmniSource wealth reporting platform. OmniSource allows you to view your accounts together on one website. Please follow these instructions on how to register for OmniSource.

Visit OmniSource