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Online Access

Woodbury Financial Equipt Dashboard

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

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