Client Login

You can securely view your financial information online via our convenient

Single Sign-on client portal OR via direct custodial or personal wealth center log-ins.

Click on the red box below for your preferred option.

Contact Us with access questions or Schedule an Update Meeting.

Please note changes to the order

of the links below!

My Client Portal Intro Video

My Client Portal - Martin Worley Group  (Single Sign-On)

  • Current account information
  • Quarterly Advisory Reports
  • TD Ameritrade statements
  • Tax documents & trade confirmations
  • Personal Wealth Center (eMoney)
  • Mobile Site Access

Personal Wealth Center (emX/eMoney)

  • Daily Balances for all linked financial accounts
  • Balance Sheet & Cash Flow Reports
  • Private Budgets & Spending Tools
  • Secured Document Vault
  • Mobile Site Access via quick PIN log-in
  • (Can also be accessed via My Client Portal)

Direct TD Ameritrade (TDA) Account Access

  • TD Ameritrade accounts only
  • Real Time Investment Values & Transactions
  • Individual Monthly Account Statements
  • Tax Documents
  • Mobile Device Access via AdvisorClient App
  • (Documents can also be accessed via My Client Portal)