Client Login Portals

EMX Pro (powered by eMoney Advisor, a Fidelity Company):

NetXInvestor (brought to you by Pershing, LLC, customized for Woodbury Financial Services Clients) - View your Pershing brokerage accounts, elect paperless delivery options, view or print statements and tax forms:

For Self Registration Instructions: (click here)

For a Comprehensive NetXInvestor User's manual: (click here)

Note to NetXInvetsor mobile users: The Financial Institution ID Number (Financial Org #) for Woodbury is - 7FI

Note to TurboTax users: In order to download your tax information directly into TurboTax, when prompted, search for the brokerage provider "NetXInvestor" - not Woodbury or Pershing - enter the Financial Institution ID Number 7FI and your login credentials.

Vision2020 OneView (brought to you by Albridge Solutions) - See all of your accounts held through Woodbury and view transaction history:

PLEASE NOTE: The link(s) provided is strictly a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites