Client Account Access

Welcome
You have access to your accounts via three links. If you are a first time user you will need to register for each section. This service as a courtesy, we are not liable for any technical or security issues.

Vision2020 - Oneview:
Provides daily access to all of your account balances, including your life insurance cash values, annuity balances, and retirement account values. The values will typically be 2 days old. When registering for the 1st time, you will enter your social security number and a temporary password. You must use the temporary password WFSVA8. As a safety precaution, your registration information is sent to our office for approval before your registration is complete. Within 24 hours, you will get an e-mail confirming your successful registration. https://www2.mainaccount.com/wdb/

Woodbury Financial Brokerage View :
Brokerage accounts are cleared through Pershing. Visit this link woodburyfinancialservices.netxinvestor.com Once on the site register your account by clicking on the register now link