Client Portals

Waggoner Financial works with premier providers throughout the financial services industry. By clicking on the appropriate service provider link below, you will be redirected to a secure login page to access your personal account information.

AccountView by LPL Financial

AccountView by LPL Financial

Account View by LPL Financial is your 24/7 online portal for account activity and paperless statements. 

Go to Account View
Fidelity

Fidelity

Fidelity Investments makes online access to your accounts easy with an online portal.

Go to Fidelity
Schwab

Schwab

Online access to The Charles Schwab Corporation and its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC.

Go to Schwab
AdvisorClient by TD Ameritrade

AdvisorClient by TD Ameritrade

View all of your TD Ameritrade accounts, track your investments, or review your documents in one place.

Go to AdvisorClient
eMoney

eMoney

eMoney is an innovative web-based financial software system providing account aggregation capabilities, 24/7 access to financial accounts, statements and reports and an electronic vault for storing important documents.

Go to eMoney
MassMutual

MassMutual

View insurance products through MassMutual.

Go to Mass Mutual

Resource Center

Explore videos, articles, and presentations to answer common financial planning questions.

Tools

Find forms, publications, and calculators to make your financial life easier.

Market Research

Stay updated with market commentary, outlook, and insights.

Learn more

All trademark and company logos herein are owned by the respective company. Private Advisor Group, Waggoner Financial, and LPL Financial are not affiliated with any company noted herein.