Documents and Statements

eQuipt Client Portal

View your investment accounts online at equipt.osaic.com or download the Osaic eQuipt mobile app on your iOS or Android
device. You can access statements and documents directly through eQuipt.

eQuipt Client Guide

eQuipt Client Guide

New to eQuipt? Click below for a step-by-step guide to help you get the most out of your client portal, including account access, documents, performance reporting, and more.

Client portals are designed to provide secure access to documents, account information, and other resources in one convenient location.