Osaic Equipt icon

Osaic Equipt

Osaic, Inc.

2.0

store rating

Free

With this app, you can monitor investment accounts, view balances, transactions, and access documents. Includes account details, transaction history, market quotes, and remote deposit features.

AppRecs review analysis

AppRecs rating 1.9. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.

☆☆☆☆

1.9

AppRecs Rating

Ratings breakdown

5 star

22%

4 star

2%

3 star

2%

2 star

9%

1 star

66%

What to know

Authentic reviews

No red flags detected

Mixed user feedback

Average 2.0★ rating suggests room for improvement

High negative review ratio

75% of sampled ratings are 1–2 stars

About Osaic Equipt

Stay Connected -


eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. 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.


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. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature.


With just a few clicks from your iPhone or iPad, you can access:


• Account balances and holdings

• Transaction history

• Market information and quotes

• Statements and Documents


Please note:


• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.
Osaic Equipt Screenshots
Screenshot 1Screenshot 2Screenshot 3Screenshot 4Screenshot 5
Similar to Osaic Equipt

©2023 Verdant Labs LLC. All rights reserved.

Privacy PolicyContact