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Setting up Electronic Access

View a Consolidated Account Report

VISION 2020 OneView allows you to easily consolidate and organize your investment accounts and generate in-depth reports. This is the primary site we suggest you visit to check balances and see how your accounts are performing. Access your accounts anytime from anywhere in the world on our secure web site. We will send you an email quarterly with a special reminder that your most recent reports are ready to view. 

First time users:
Go to https://www2.mainaccount.com/wdb/ and click Register Now. You will use temporary password: WFS645. Follow the remaining steps.

When you create your new User Name and Password, it is a good idea to write them down somewhere, in case you forget them later.

Once you complete the registration process, you will receive a confirmation email letting you know that you are ready to access the system. You may then view your account information, anytime from anywhere, through this secure website.

Returning users:
Click here, enter your User ID and click Continue. 

If you forget your login or are having issues, please give us a call and we can help you.

Note: This application works best using the latest or previous version of Internet Explorer, Safari, Chrome, or Firefox. It is best designed to be used with a desktop, tablet or laptop screen resolution of 1280 by 1024. Other devices and web browsers may work, however older browsers may experience technical difficulties. Upgrading to one of the configurations above will provide you with the best online experience. Please note that older browser versions such as Internet Explorer 8 and below do not support HTML5. HTML5 support is needed in order for the application to work as desired.


On-line Access and E-delivery of Woodbury/Pershing Accounts

Woodbury Financial Services provides you with online access to your investment accounts held at Pershing, night and day, seven days a week. Sign up today for e-delivery of your Pershing documents and to access your account online. Once you are enrolled, you will receive an email notification whenever a new statement or trade confirmation is available to view online.

First time users:
Go to https://woodburyfinancialservices.netxinvestor.com/web/woodbury/registration-welcome, click Start Registration and follow the steps. Look for a confirmation email that will allow you to complete your enrollment. You will need to click on the link in this email to complete your enrollment. You will need to have your account number available and the Financial Organization number is 7fi. To find your account number look in the upper right corner of your brokerage account statement or give us a call to provide that for you.

Returning users:
Click Here, enter your User ID and Password and click Continue.


On-line Access and E-delivery of All Other Accounts

If you wish to stop receiving paper statements on your non-Pershing accounts, you must call the company(ies) directly or visit their website to request it. You will need to set up a login for each company.