Broker Check
Enroll In eQuipt Client Access Portal Now!

Enroll In eQuipt Client Access Portal Now!

| March 14, 2024

As technology has become more and more advanced, it’s created opportunities to provide better communication and service to clients. Many clients have asked for an easier way to access financial information and we're excited to utilize a tool called eQuipt. eQuipt is a sophisticated platform that allows you to log in to one place and easily see all your investment accounts at once. You can watch this video to learn more about eQuipt and its benefits.  Please note that you can only see your accounts held at Woodbury/Osaic, not accounts that are held away at other companies. 

To get the best benefit out of the eQuipt system, please take a moment to register now, or use the green “Click Here” button below.

Thanks for taking the time to sign up and join eQuipt. We look forward to continuing to serve you with this enhanced technology for many years to come.

Click Here for eQuipt!