eQuipt

Access Your Osaic Brokerage and Advisory Accounts Through eQuipt

You can access your Brokerage accounts, Advisory Fee-Based accounts, and Advisory Annuities held directly with Osaic through the eQuipt platform, which also supports Single Sign-On to Wealthscape Investor for a streamlined experience.

Key Features of eQuipt:

i. Unified Account Access

1. Automatically view all active accounts associated with your Social Security number under one login.
2. Option to link and view additional household accounts.

ii. Real-Time Account Information

1. Monitor balances, holdings, transaction activity, order statuses, and more.

iii. Document Access & Delivery Settings

1. Customize eDelivery preferences for statements, trade confirmations, and other documents.
2. Easily access important communications, including account statements, tax documents, and trade confirmations.

Note: eQuipt access is limited to Brokerage, Advisory Fee-Based, and Advisory Annuities held directly with Osaic. Other account types may not be available through this platform.