Lincoln Financial

Note

Lincoln Financial is now available for open Beta in Swivel Sync.

Use this like any other Swivel Sync-supported carrier or institution — your usage and feedback help us refine, improve and stabilize for general availability. For questions, issues or feedback, contact us via Swivel Help Chat or sync@swivelcrm.com.

Note

🔗 To learn more about setting up this carrier/institution for Swivel Sync, please visit the Managing Connected Institutions and Login Sources article.

Data Supported by Swivel Sync

Supported Login URL	https://auth.lincolnfinancial.com/login
MFA Login Required	Yes
Est. Link Session Duration	up to 1 day
Data Types	Values
Values	• Account Value • Available Free Amount • Death Benefit Amount • Guaranteed Minimum Cash Surrender Value, Surrender Value • Total Contributions • Total Withdrawals

Known Products Supported

Product	Product Type
Lincoln OptiBlend 5/7/10	Fixed Index Annuity