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UFS SECURE Client Account Login Links:

(Osaic usernames and passwords remain the same for clients after transition from Woodbury to Osaic completion on 1/22/24)

***You Must download the new Osaic Equipt App for your Apple or Android mobile devices (delete the previous Equipt app if you were using it)

  1. Osaic Equipt- UFS Client Portal Login (Pershing Brokerage Accounts):  https://equipt.osaic.com 
    • Click the link above to reach the secure Osaic Equipt login page
      • New users may register for Equipt by clicking the "Sign Up" next to "Don't have an account?" near the bottom of the login page
    • If you have issues logging into Equipt, please click on "Forgot Username?" or "Forgot Password" to reset either of these
      • You may also call eQuipt support at 1-800-272-3007, option #3 for assistance
  2. Vision2020 OneView - UFS Client Login (All Client Accounts): https://oneview.v2020-sai.com
    • Click the link above to reach the secure Vision2020 OneView login page
      • New users may register by calling our office, 402-323-8141.
    • If you have issues logging into Vision2020 Oneview, please click on the link above and click "Reset Password" or "Forgot User Name" to reset either of these

PLEASE NOTE: UFS Advisors and staff do not have access to your usernames and passwords for security purposes


*These links are provided as a convenience and for informational purposes only. Woodbury Financial Services, Inc does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.