Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Client Resources

Here are some tools and resources you can use for reviewing and servicing your account(s).  Please contact me with questions about how to use them and all the features they offer.  Also, find easy instructions for you to connect them 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!  More capabilities are being added all the time. This is where you will go to get faster, easier account servicing now and in the future.  If you haven't already, you get registered and start using Osaic eQuipt.

eQuipt Smartphone App

eQuipt Smartphone App

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.

Whether you prefer to use the Osaic eQuipt website or the smartphone App, get the eQuipt Client Portal Guide to help you navigate all the features .

eQuipt for Signing Documents

You can quickly and easily deal with signing forms using eQuipt through the website or on your smartphone app.  The video below shows the process for signing documents that have been emailed to you as well as how to access and sign them through eQuipt.  Osaic is continuing to add to the functions available making eQuipt an important hub for servicing your accounts as well as viewing them. 

Click Here for the E-Signature Video
OneView Wealth Reporting

OneView Wealth Reporting

OneView 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 toward your goals.

Access all the OneView features and reports with the Client Portal Guide

CLICK HERE TO GET THE ONEVIEW PORTAL GUIDE

Instructions for OneView upgraded security to Multi-Factor Authentication

If you rely on OneView for reviewing your financial picture you'll notice a change to upgraded security.  This guide can help you through the upgrading process.

Click Here for OneView Security Upgrade Instructions

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. 

For Assistance with accessing the Technology Tools and Resources

If you need help with any of the resources listed above, please don't hesitate to call or email me.  We can schedule a dedicated time so I can help you get started and learn to navigate the technology tools.

CLICK HERE to Schedule an Appointment

Client News, Announcements and Information

CLICK HERE to Access the Client Blog

Contact Me with any Questions

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