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Client Access

eMoney Advisor offers our clients a consolidated view of all financial accounts, income, net worth, and retirement projections. Bank, investment, and loan accounts can be linked so they automatically update and give you a picture of how close you are to reaching your financial goals.

* The services, tools and information, as well as privacy and security measures, offered herein are provided by eMoney Advisor, LLC. For more information on eMoney’s privacy policy and security safeguards, please visit www.eMoneyadvisor.com.    Woodbury Financial Services, Inc. and Valtinson-Bruner Financial Services make no representations or warranties of any kind about the information, products or services contained herein.




Vision 2020/OneView is what allows our clients to view their monthly, quarterly, and annual performance reports. The features allow clients to see detailed transaction histories of their accounts. OneView is how our clients can keep a detailed eye on their accounts.

Select the "Registration" button for your first time and enter your Social Security number and the Temporary Password: WFS7JB

Next, you will need to create your own private User Name and Password and submit the registration. Your user name must be between 6-10 alphanumeric characters, any combination of capital and lower case letters and/or numbers, but should contain no spaces. Your password must contain a minimum of 6 characters, at least one number and at least one alphabetic character and must be different from your user name.

Shortly thereafter, you will receive a confirmation e-mail letting you know you are ready to access the system. You will then be set up to view your account information, any time, day or night from any location.

We also prepare and email you your consolidated performance statement report each month on or about the 7th. This report will show performance for last month, quarter-to-date, year-to-date, and since start date of all your accounts held through Woodbury. If we have your email address, you should automatically receive this report. If you have not received this report, please call us with your email address and you will.



NetX Investor allows clients to manage their account from the comfort of their home or office. Requests can be made for trades, contributions, and distributions through NetX. NetX Investor makes it easy to manage the details of client accounts such as contact information and electronic delivery preferences.



Clients can access the US Social Security website to find out what retirement benefits they will be entitled to when that day comes. 
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388 Cleveland Ave. SW | New Brighton, MN 55112 | P: (651) 628-9832 | F: (651) 633-6566
Larry@ValtinsonFinancial.com | Rob@ValtinsonFinancial.com | David@ValtinsonFinancial.com


Securities and investment advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC and Registered Investment Adviser. P.O. Box 64284, St. Paul, MN, 55164 Phone 800-800-2638. Valtinson Financial Services and Woodbury Financial Services, Inc. are unaffiliated entities.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

This website contains content and links to third-party resources. Woodbury Financial Services, Inc. or its affiliates do not endorse or accept responsibility of third-party content. This content has not been reviewed by Woodbury Financial Services, Inc., or its affiliates for completeness or accuracy.

Valtinson-Bruner Financial Services is a marketing name for securities and investment advisory services offered through Woodbury Financial Services, Inc. Member FINRA/SIPC. Insurance services offered through Valtinson Financial Group, LLC and Valtinson-Dahl Insurance Agency, LLC. Tax and accounting services offered through Valtinson Tax Services, LLC. Woodbury Financial Services, Inc. does not provide tax or legal advice. All listed entities are unaffiliated.

This communication is strictly intended for individuals residing in the state(s) of MN. No offers may be made or accepted from any resident outside the specific states referenced.
 


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