Call us today!

Phone: (512) 498-PLAN (7526)
[email protected]

Account Access

If you have already requested your USER ID and PASSWORD please click one of the following links:


  For access to your Personal Financial Website:
PlanningWork$ eMoney
  For access to TD Ameritrade Institutional accounts:
  For access to First Clearing brokerage accounts:
Please click here
  For paperless statement instructions: 
please click here


If you would like to request online access to your accounts, please contact our office.


The information being provided is a courtesy. When you link to any of these websites provided, you are leaving this site. PlanningWork$ makes no representation as to the completeness or accuracy of information provided at these sites. Nor are we 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, sites, information and programs made available through this site. When you access one of these sites, you are leaving the PlanningWork$ website, and you assume total responsibility and risk for your use of the sites you are linking to.

Life and Business Strategies...Start the Journey

CONTACT US: 2700 Via Fortuna Suite 100 • Austin, TX 78746 • (512) 498-7526
Fax (512) 684-8519 • [email protected]

Investment Advisory services offered through, Waterloo Capital, L.P. a SEC Registered Investment Advisor. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC OSJ 2701 N. Rocky Point Dr., Suite 1000, Tampa, FL 33607 (813) 605-0918 Waterloo Capital, L.P., PlanningWorks, Inc. and Calton & Associates, Inc. are separate entities.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we have Representatives registered in CA, CO, FL, GA, IL, MN, MO, NE, NM, OH, PA, SC, and TX. If your resident state is not listed, please contact us at [email protected]. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.


Website Design For Financial Services Professionals | Copyright 2022 All rights reserved