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.

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.

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.