Account Access
Global view access
Access your Pershing brokerage account and Osaic Wealth documents
Note: If you were using the Woodbury eQuipt mobile app, you will need to download the new Osaic eQuipt app from your phone's app store. Your username and password will remain the same.
Access your directly held accounts
- AssetMark
- American Funds (incl. 529 College Savings Plans)
- Fidelity (incl. 529 College Savings Plans)
- Brighthouse Financial (fmr. MetLife)
- Corebridge Financial (fmr. AIG)
- Jackson National
- Lincoln Financial
- Eagle Life
- Prudential
- Equitable (fmr. AXA)
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.