EQ Wealth Advisors

Finance

Free

Easily access all your financial data through your tablet or mobile device. The EQ Wealth Advisors app enables authorized users to access their portfolio and communicate with their advisor all in one place. With the EQ Wealth app, you can: Send messages to your EQ Wealth advisor Update important information Check the progress of your goals View your portfolio performance Access your financial data 24/7 Our mission is to bridge the gap between your financial expectations and outcomes, and that begins with understanding where you are and where you want to be. With our easy-to-use interface, you can view your financial data and track your goals anytime—making it simple to get one step closer to where you want to be.  Disclaimer: You must be a client of EQ Wealth Advisors in order to have access to the EQ Wealth Advisors Mobile Application. Your advisor or an EQ representative will reach out to you with credentials for proper access.

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• Performance Improvements • Bug Fixes

The developer, EQ Wealth Advisors, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Used to Track You

    The following data may be used to track you across apps and websites owned by other companies:

    • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
  • EQ Wealth Advisors, LLC
Size
  • 145.8 MB
Category
  • Finance
Compatibility
Requires iOS 12.4 or later.
  • iPhone
    Requires iOS 12.4 or later.
  • iPad
    Requires iPadOS 12.4 or later.
  • iPod touch
    Requires iOS 12.4 or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Languages
  • English
Age Rating
4+
Copyright
  • © Black Diamond Wealth Platform