EQ Wealth Advisors

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About this app

Easily access all your financial data through your tablet or mobile device. The EQ Wealth Advisors app enables authorized users to access their portfolio and communicate with their advisor all in one place. With the EQ Wealth app, you can:

Send messages to your EQ Wealth advisor
Update important information
Check the progress of your goals
View your portfolio performance
Access your financial data 24/7

Our mission is to bridge the gap between your financial expectations and outcomes, and that begins with understanding where you are and where you want to be. With our easy-to-use interface, you can view your financial data and track your goals anytime—making it simple to get one step closer to where you want to be. 

Disclaimer: You must be a client of EQ Wealth Advisors in order to have access to the EQ Wealth Advisors Mobile Application. Your advisor or an EQ representative will reach out to you with credentials for proper access.
Updated on
Jun 12, 2024

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Messages, Photos and videos and 4 others
Data is encrypted in transit
You can request that data be deleted

What's new

* Todo functionality will now be a part of the Mobile Advisor experience
* Updated privacy policy visibility
* Enhanced performance and stability