Duffner Financial Group's secure account system provides state-of-the-art portfolio accounting and investment performance reports. Our account access system provides up-to-date reporting of all accounts registered with our broker dealer (Woodbury Financial Services). Our system provides clients with individual account performance reporting, as well as, a composite reporting for all accounts registered to a household.
Clients with established account access should click on the “Client Account Access” link below and log in using your User Name and Password.
Clients that are accessing the account for the first time will need to register. Please click the “Client Account Access” link below and then click on the purple Registration button. You will need to enter the requested information and a Client Temp Password of 205798. You will then be prompted to answer a series of security questions to establish account access.
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.