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Client Access

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manage and access eDelivery of account documents and statements​​​​​

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*eQuipt is for brokerage (Osaic Wealth/Pershing) accounts only. 

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view a consolidated report of all investment accounts regardless of the holding company

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For the best user experience, we recommend using the latest version of Google Chrome Web Browser.​​​​​

Haven't set up online account access yet?
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reach out to our office so we can send you an invite link 

-or-

go to equipt.osaic.com and click “sign up”​

Vision 2020/Oneview logo

Please reach out to our office so we can send you an invitation link.

A special note on eDelivery for eQuipt accounts... (For Osaic Wealth/Pershing accounts only)

Each account electing to receive all communications (statements, trade confirmations, prospectuses, notifications, and proxy/shareholder communications) via eDelivery, will avoid the $1.50 monthly fee (charged quarterly).

To manage your eDelivery preferences in eQuipt: 

  1. Sign up or Log in to eQuipt: <choose: equipt.osaic.com >

  2. Navigate to “Settings”

  3. Choose “eDelivery Preferences”

  4. Personalize your settings

104 East Grant Street

Plainwell, MI 49080

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269-685-1170

Osaic Wealth Form CRS

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Check the background of your financial professional on FINRA's BrokerCheck

 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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This communication is strictly intended for individuals residing in the states of AZ, CO, FL, GA, IN, MI, NC, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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This communication is strictly intended for individuals residing in the states of (List states where the RR is registered to conduct securities business.) No offers may be made or accepted from any resident outside the specific state(s) referenced.

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