Market Overview
Woodbury Financial eQuipt Login
This Online Access (is):
- Best for New (first-time) Users.
- Best for Current (registered) eQuipt Users.
- NOT for Non-Individual (i.e. business or trust entities) Users.
- Allows Users to e-sign new accounts.
- Allows Users to reset their Username/Password online.
For the Android App: Click HERE
For the Apple App: Click HERE
Pershing NetXInvestor Login
This Online Access is:
- Best for (previously-registered) Pershing Users.
- Best for Non-Individual (i.e. business or trust entities) Users.
- For Non-WFS eQuipt Users.
If unsure, use the WFS eQuipt Login instead.
For Android App: Click HERE
For Apple App: Click HERE
OneView V2020 Login
This Online Access is:
- For our (currently registered) clients with accounts directly held at various mutual fund and/or annuity companies, as well as Woodbury Financial & Pershing.
- For our (currently registered) clients who would like to see a consolidated reporting of their investments.
First Time USER:
- Please check with your advisor to inquire about setting up this access.
If unsure, use the WFS eQuipt Login instead.
