Client Login Please call our office to register for first-time online access and for assistance 248-377-1720 Pershing NetXInvestor Best for (previously-registered) Pershing Users.Best for Non-Individual (i.e. business or trust entities) Users.For Non-Woodbury Financial Services eQuipt Users. NetXInvestor Login Woodbury Financial eQuipt Login 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. eQuipt Login OneView V2020 Login 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 call our office at 248-377-1720 to inquire about setting up online access. OneView Login Let us know how we can assist you Name Email Phone Question Thank you! Oops!