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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• Home supports new Total Value settings
• Support for new Report notification types
• Performance enhancements
Version 1.99
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
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
