Broker Check

Client Account Access

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.


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

My One View:

Requesting Help with Passwords: To obtain access to you accounts you need to e-mail us to request instructions temporary passwords. you will receive a response during regular business hours.