Access

Accounts

Investment Advisory Accounts

Client Portal [eQuipt]

The eQuipt Client Portal lets you view your Pershing-based accounts online, as well as to establish eDelivery preferences for account communications.

eQuipt offers a mobile-friendly website, as well as an app for iOS and Android devices. The app version includes the same features and navigation as the website version, with the addition of Mobile Deposit. Mobile Deposit enables you to deposit checks directly into your accounts using your device’s camera.

Consolidated Reports

Client Portal [One-View]

OneView is a web-based application that allows you to view and run reports on accounts that have been consolidated from among a number of sources. Your brokerage, mutual funds, life insurances and annuity products can all be reviewed from a single report.

OneView can also provide access to critical portfolio information. It enables you to quickly produce a variety of performance, asset allocation, holdings, transactions, bench marking and cost basis reports. Make your accountant happy while keeping an eye on your goals.

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS) member FINRA/ SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

This communication is strictly intended for individuals residing in the states of PA, NY, OH, MD, VA and FL. No offers may be made to or accepted from any resident outside the specific states referenced herein.