Osaic Equipt

Osaic, Inc.

About this app

Stay Connected -

eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone.

Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature.

With just a few clicks from your iPhone or iPad, you can access:

• Account balances and holdings

• Transaction history

• Market information and quotes

• Statements and Documents

Please note:

• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.

Ratings and reviews

Try to log in many times it said need to update, I updated it and it didn't work, I uninstalled and reinstalled it didn't work. Now it's forcing me to buy a new phone because The software on the existing phone is not up to date any longer. Why do they do that? I am uninstalling it forever.

It's OK, but it would be far better and in line with other similar Apps if they would simply add a chart, so you could track trends in your investment.

The app is garbage at taking pictures of checks. I've tried everything to get a clearer picture and nothing I do fixed the "unclear" pictures.

What's new

The build contains bug fixes