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Vision 2020 Access

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. 

If you are having trouble with access to Vision 2020 please email for a password reset

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