Client Account Access

 

We at Argotsinger Wealth Managementâ„¢ are pleased to offer several online tools to provide access to your financial planning and wealth management, brokerage accounts and account reporting: 
 
 

 

Access Your Investments Online

Woodbury Financial Services provides you with a high quality and cost effective means for managing your investments. You can access your investment portfolio and more online, making it simple and convenient for you.

Organize Your Accounts

Sign up for SelectLink® to combine statements for accounts that share the same address, and receive easy-to-read summary page.

Award-Winning Statement

Every year since 2007, your statement has earned an Excellent designation by DALBAR INC. in the "Trends and Best Practices in Investor Statements" category

Simplify Your Experience

With one-click navigation, enhanced readability, and the ability to quickly access and review information.

 
 
 
If you have already signed up for any of these tools, all you need to do is click the desired link  below  (available anywhere from within this site).  If you have not yet signed up, please contact us to get you started! 
 
 
 
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. 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, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.