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Osaic / eQuipt

Osaic eQuipt Client Portal Features

  • Provides 24/7 access to view your investment account information (including balances, holdings, cost basis, activity, projected cash flow, order statuses, and profile information) with intraday updates as well as with information as of the previous business day’s close.

  • Provides the ability to establish eDelivery preferences for various account- related communications

  • View all of your investment accounts through a single login (you will automatically see all accounts established under your SSN, and you can manually link household accounts)
eQuipt Client Login

To "Go Paperless" - Self-Enroll in eDelivery in eQuipt:

Click the button below to open eQuipt in a new window, and continue to reference the "Go Paperless" instructions from here. 

Login to eQuipt

  1. If this is your first time logging in since registering, you will need to answer a few security questions to further protect your information.

  2. Click on E-Documents.

  3. Click on Settings.
  4. Under "Display Settings" be sure that the "Available Theme" is set to Standard.
  5. To the right of e-Delivery preferences, click on Quick Enroll (for all accounts).
  6. If you self-registered, the documents available for this account only will be displayed and you can then choose the delivery options. If you have multiple accounts and would like them all be viewable under one login, please contact your advisor.

  7. Check the boxes for your desired delivery options for the following:
    1. Statements and Reports
    2. Trade Confirmations
    3. Notifications
    4. Tax Documents
    5. Prospectus
    6. Proxy/Shareholder Communications

  8. Then click the Save button.
  9. Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the I Accept button.
  10. You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statements, and Report Notifications, etc. via e-mail.

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