119 W Virginia Street
Access Outside Accounts
Life Insurance Calculator
Financial Terms Glossary
Access your financial accounts anytime from anywhere in the world. Vision 2020 OneView allows you to easily consolidate and organize your investment accounts and generate in-depth reports.
Click on the "Client Login" button above to view your online account information on their secure web site.
Register for online access to your account. Follow the instructions below.
How to Register
Vision 2020 OneView
You may either click on the link above, or copy and paste the following link: https://www2.mainaccount.com/wdb/
DO NOT Google "Vision 2020 OneView"
Choose "Register Now"
Type in your SSN and Client Temporary Password
IMPORTANT: To retrieve your Client Temporary Password, please contact your advisor.
Accept the "User Agreement"
An email will be sent to your advisor to approve your access.