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Client Account Access

Welcome

You have access to your accounts via three links. If you are a first time user you will need to register for each section. This service as a courtesy, we are not liable for any technical or security issues.  



Vision2020 - Oneview:

Provides daily access to all of your account balances, including your life insurance cash values, annuity balances, and retirement account values. The values will typically be 2 days old. When registering for the 1st time, you will enter your social security number and a temporary password. You must use the temporary password WFSVA8.  As a safety precaution, your registration information is sent to our office for approval before your registration is complete. Within 24 hours, you will get an e-mail confirming your successful registration. https://www2.mainaccount.com/wdb/


Woodbury Financial Brokerage View :

Brokerage accounts are cleared through Pershing. Visit this link woodburyfinancialservices.netxinvestor.com Once on the site register your account by clicking on the register now link
 

My One View:

My One View

 

Requesting Help with Passwords: To obtain access to you accounts you need to e-mail us to request instructions temporary passwords. info@promarkplanners.com you will receive a response during regular business hours.
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 IMPORTANT DISCLOSURES

ProMark does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss in periods of declining values. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA / SIPC.  Promark and Woodbury Financial Services are not affiliated. 



This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CA, FL, ID, IL, IA, LA, MI, MN, NY, OK, TN, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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