Returning Users:

  

 

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New users

VISION 2020/OneView is the primary site we suggest you visit to check balances and see how your accounts are performing.  This allows you to easily consolidate and organize your investment accounts and generate in-depth reports.  Access your accounts anytime from anywhere in the world on our secure web site. 

First time users:

Step 1: Give us a call at 310-322-9100 or email jmlacey@woodburyfinancial.net and ask her to set you up with online access.  She will email you an invite with a temporary access code and instructions.

Step 2: The e-mail titled "Invitation for Online Access" and will come from customerservice@albridge.com.  The access code is only valid for 24 hours but we can give you a new code if you happen to miss the window.  You must use the link provided in the e-mail for first time set up and password resets.  If you don't see it please search your spam and junk folders.

Step 3: The registration process consists of four steps: 1) SSN and access code 2) User Agreement 3) Personal Info 4) Review and Submit. 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.

Step 4: Once you complete the registration process we suggest you bookmark our webiste, you may view your account information, anytime from anywhere.

Set up eQuipt and Go Paperless

For Woodbury/Pershing Accounts Only

https://www.wfsequipt.com/ is the primary site for printing statements and signing up for e-delivery to cut down on the amount of mail you receive.  eQuipt provides you with online access to your investment accounts held at Woodbury/Pershing, night and day, seven days a week. 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:

Step 1: If we emailed you an enrollment invitation, simply click the “Click To Register” button in the email. Otherwise, navigate to https://www.wfsequipt.com/ and click the Sign Up link.

          Step 2: Input your name, email address, mobile phone number, and one of your Woodbury Account Numbers.

          Step 3: Verify your identity by inputting your date of birth, last 4 digits of your SSN, and your Zip Code

Step 4: Input your desired eQuipt Client Portal password into the Create Password and Confirm Password fields. The Username will default to the email address provided on the first step but can be changed if desired

To Enroll in Paperless Documents:

Once you are logged in select "E-DOCUMENTS" then "Settings", and scroll down to "e-Delivery Preferences".  Select "Quick Enroll (For All Accounts)"  then make sure all the boxes are selected, or chose the ones you want for e-delivery then click "Save".  You are all set!  

Returning users:

Go to https://www.wfsequipt.com/,  enter your User ID and Password and click Continue. If you ever forget your username or password, click on the Forgot Username or Forgot Password links on the login screen and follow the prompts.

Get the WFS eQuipt app (Currently available for iPhone & iPad)

Get The WFS eQuipt App for iphone & ipad

 

 

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.  Just give us a call if you are experiencing any difficulties.