Osaic Equipt 4+
Osaic, Inc.
-
- Free
Screenshots
Description
Stay Connected -
eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone.
Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature.
With just a few clicks from your iPhone or iPad, you can access:
• Account balances and holdings
• Transaction history
• Market information and quotes
• Statements and Documents
Please note:
• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.
What’s New
Version 4.0.33
Bug fixes
App Privacy
The developer, Osaic, Inc., 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 Linked to You
The following data may be collected and linked to your identity:
- Usage Data
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Osaic, Inc.
- Size
- 3.4 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Osaic, Inc.
- Price
- Free