Client Portal

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

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

Go to Account View

Fidelity

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

Go to Fidelity

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

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

Go to AdvisorClient

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

View insurance products through MassMutual.

Go to Mass Mutual

eMoney Demo

Learn how to use eMoney software to engage in your financial planning, monitor goals, and link accounts.

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.