Account Access

If you do not currently have a Logon ID and Password, please contact your Investment Consultant to obtain.

Please use the links below to access your accounts. 

Wooden Financial Account Access:

  1. Wooden Financial Account Access

Brokerage Account Access:

  1. Wooden Financial Direct Brokerage Access 

Non-Brokerage Account Access:

  1. American Funds
  2. Oppenheimer Funds 
  3. Alliance Bernstein

Third Party Advisors:

  1. Lockwood Advisors
  2. Curian Capital

Annuities:

  1. John Hancock
  2. The Hartford
  3. Met Life