Lincoln Financial Wellness Tool

What It Provides

Lincoln Wellness Path is an online tool that offers personalized action steps to help you manage your financial life. Take a short quiz to help you set financial goals, then WellnessPath’s dashboard provides a financial wellness score to analyze your saving, spending, debt and protection.

  • See all your accounts in one place: WellnessPATH allows you to link all your account information — including checking, savings, investment and student loans — so you have a full financial picture.
  • Get your financial house in order: Featuring a breakdown of expenses and incomes by category, WellnessPath makes it easy to identify spending trends and create budgets.
  • Set Goals and Track your progress: set and track your progress toward short and long-term goals.
    • Easy wins you can achieve now
    • To-do list for the short term
    • Personalized goals for the long term

Eligibility

Available to all REI employees.

How It Works

  • Register with MyLincolnportal.com, first time users register with company code REI1938 to create your account.
  • Once registered, take a short quiz that will provide personalized steps to help improve your financial wellness.
  • Set goals and track your progress towards your short and long term financial goals.
Financial Wellness Tool

Lincoln Financial

REI Health Guide
Lincoln Financial Group (direct line)

mylincolnportal.com
company code: REI1938

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