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Account Access

Client Web Portal

Click the button below to access your client web portal.  Here, you are able to view all your accounts managed by us in one simple and secure login. We can also quickly share documents 24 hours a day.

Client Web Portal


AdvisorClient is your connection to all your accounts held through our custodian, TD Ameritrade Institutional.



If you have an insurance policy with Ameritas Direct, you can access your account by clicking below.

Ameritas Login

If you have not already, please contact our office to gain access to your web portal. The client web portal is provided by Morningstar OfficeSM.

If you have not setup a login for AdvisorClient, simply click on Get Started.  If you have trouble logging in, please contact our office. TD AMERITRADE, Inc. is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this website. TD AMERITRADE neither endorses nor recommends any particular advisor or investment strategy. TD AMERITRADE does not review the M.W. ARAGAO website, and makes no representation regarding the content of the website. The information contained in the M.W. ARAGAO website should not be considered to be either a recommendation by TD AMERITRADE or a solicitation of any offer to purchase or sell any securities. TD AMERITRADE Institutional is a division of TD AMERITRADE, Inc., Member NYSE/SIPC.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Trouble Logging-in? Contact Us.

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