Online Access
Woodbury Financial Equipt Dashboard
- Provides 24/7 online access to your investment accounts to view balances, holdings, cost basis, activity, projected cash flow, order status, and account profile information
- Provides the ability to establish eDelivery preferences for account communications (statements, confirms, tax documents, etc.)
- Provides access to all of your investment accounts through a single login, and includes the ability to link household accounts as well
- Information is provided as of the previous business day’s close as well as with intraday updates
- The best and easiest way to view your investment accounts
View How-To Client Guide: Client Guide
Download App for IOS: Click Here
Download App for Android: Click Here
OneView Vision 2020 Dashboard
- Current registered clients can see fully consolidated reports for their investments held at Capital Harvest
- Review your accounts such as your annuity, mutual-fund, brokerage account, and other investing accounts
Please contact your advisor to set up access to your OneView account