Client Login

Your Account Access Made Easy

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 is your 24/7 online portal for account activity and paperless statements. 


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


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

NetxInvestor by Pershing

Pershing’s NetXInvestor(TM) is an innovative and intuitive investor platform at your fingertips day and night, giving you access to statements and more.


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.


View insurance products through MassMutual.

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.