Use this link to access all accounts held through Woodbury Financial Services.This will provide consolidated reporting for:
- Managed Accounts
- Brokerage Accounts
- Direct Business Mutual Fund Accounts.
- Variable Annuity Accounts
- Registered Index Linked Accounts
- FIA Accounts
Please note that this is an aggregation site for accounts. As such information is fed in overnight. Some annuity products do not provide a live continuous feed, so their may be a slight discrepancy between Vision 2020 and the carrier's account.
