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.
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.
You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature.
• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value.
eQuipt provides you with an essential solution for monitoring your investments.