You have likely heard by now that Osaic, Inc. purchased Lincoln Financial Advisors in 2024. We will be joining Osaic, Inc.’s largest broker-dealer Osaic Wealth in January of 2025. We are excited about the conversion to Osaic Wealth because of the continuity of your current accounts and a deeper relationship between you and Waypoint Partners through expanded services we are able to offer you!
As part of this transition, there are regulatory disclosures that are required to be sent to all clients. There is no action required from you as a result of this transition. I wanted to let you know about an upcoming mailing you will receive within the next 30-45 days. This package will include essential documents such as:
- Consent letters for brokerage and direct business accounts
- Osaic Form CRS
- Annual Privacy Notice
- Client Agreement
- Cash Sweep Disclosure
The mailing will arrive as a physical packet and, if applicable, you may also receive an email notification. Each household member with an active Social Security Number (SSN) will receive one letter, so you may receive multiple packets to the same address. Please note that this mailing may also include recently deceased family members or closed accounts due to record retention requirements.
To access login screens for most types of accounts you can visit our account access page by clicking here.
CRN-7315256-111324