Client Account Access

Here are some quick explanations of the various websites you can use to access your account(s).  Please contact me with questions about which of them you may want to choose.  Also, find easy instructions for you to connect with Quicken, TurboTax or H&R Block software.

eQuipt by Osaic Wealth

eQuipt by Osaic Wealth

eQuipt is a service of Osaic Wealth.  This is your primary portal to your brokerage and Advisory accounts.  It allows you to go paperless, view your household accounts, download statements and tax documents and more!  They're adding more capabilities all the time. This is where you will go to get faster, easier account servicing now and in the future.  The sooner you get registered and start taking advantage of this industry leading technology the sooner you'll reap the benefits and be prepared for all the upcoming features.  

CLICK HERE to get the eQuipt Client Portal Guide

Client Centered

There's even a smartphone app so you can check your accounts anytime you want.  Download it from your App Store and try it out.

Pershing X (formerly OneView)

Pershing X (formerly OneView)

New name, same great account reporting.  Pershing X allows you to see all your accounts in one place.  See more than just your brokerage and Advisory accounts.  You can also run several different reports to help track your progress.

NetXinvestor 

NetXinvestor 

It's time to switch to eQuipt to access your Pershing accounts. You'll see a similar view of your brokerage accounts plus a whole lot more.  As mentioned above, eQuipt is quickly becoming the place to go for viewing and servicing your accounts.  Please register with eQuipt on this site and get the eQuipt Client Portal Guide to walk you through the transition from NetXinvestor today.

CLICK HERE for the eQuipt Client Portal Guide

How To Connect with Quicken, TurboTax or H&R Block applications.

Both Quicken and TurboTax instructions are the same.  All you need to do is type "eQuipt" into the "add account" field (or the "download tax data" field for TurboTax) and select the proper one - "OWI" - for Osaic Wealth, Inc.  You then add your username and password for eQuipt in the proper fields to connect your accounts to Quicken or TurboTax. 

Client News, Announcements and Information

CLICK HERE to Access the Client Blog

Contact Me with any Questions

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