Osaic Equipt

Name: Osaic Equipt
Rating: 2 (129 reviews)
Author: Osaic, Inc.

Finance

Free

129 Ratings
Ages

4+
Years
Category

Finance
Developer

Osaic, Inc.
Language

EN
English
Size

3.4
MB

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.

Ratings & Reviews

2.0

out of 5

129 Ratings

Boomer technology
01/26/2025

Screech Diesel
Login technology is decades old on the mobile app. The Web application login isn’t as analog, thanks to Google Chrome, but still they go out of their way to make the login unintuitive. Their systems seem to be constantly unavailable because of maintenance, but they certainly are not making any improvements. The presentation of data is as interesting as oatmeal. The graphing presentation is simply embarrassing for a financial institution. The only data points are monthly data points, but it’s impossible to tell if the data points are the beginning or end of the month. Simple data integration with Credit Karma takes no less than 6 minutes to complete and always requires manual intervention.
Boomer technology
01/26/2025

Screech Diesel

Login technology is decades old on the mobile app. The Web application login isn’t as analog, thanks to Google Chrome, but still they go out of their way to make the login unintuitive. Their systems seem to be constantly unavailable because of maintenance, but they certainly are not making any improvements. The presentation of data is as interesting as oatmeal. The graphing presentation is simply embarrassing for a financial institution. The only data points are monthly data points, but it’s impossible to tell if the data points are the beginning or end of the month. Simple data integration with Credit Karma takes no less than 6 minutes to complete and always requires manual intervention.
Stopped working in iOS 26
11/27/2025

p11111122
The App now just crashes and doesn’t seem to work on IOS26. There hasn’t been any updates to it for sometime now either
Stopped working in iOS 26
11/27/2025

p11111122

The App now just crashes and doesn’t seem to work on IOS26. There hasn’t been any updates to it for sometime now either
It is just their website
06/02/2021

jamone13
This app doesn’t do anything that the website doesn’t. It also looks the same. I’m 99% sure it is just loading their website and displaying that. But it is worse then the website because password managers can’t auto fill your login, and just like the website it doesn’t give you an option to remember you. So you have to manually login each time. I had hoped it would make it easier to view my account’s gains/losses on my phone. But it doesn’t. Deleting it and going back to using the website directly.
It is just their website
06/02/2021

jamone13

This app doesn’t do anything that the website doesn’t. It also looks the same. I’m 99% sure it is just loading their website and displaying that. But it is worse then the website because password managers can’t auto fill your login, and just like the website it doesn’t give you an option to remember you. So you have to manually login each time. I had hoped it would make it easier to view my account’s gains/losses on my phone. But it doesn’t. Deleting it and going back to using the website directly.
Confusing mess!
03/17/2025

larSano
This app is a confusing mess. The interface is unintuitive, making even basic tasks frustrating to navigate. There’s no FaceTime or easy login option, which feels like a huge oversight in today’s tech landscape. On top of that, it hasn’t been properly updated to match current standards, so it runs clunkily and lacks modern features. It feels like the developers abandoned it long ago. Unless you have no other choice, I’d recommend skipping this one.
Confusing mess!
03/17/2025

larSano

This app is a confusing mess. The interface is unintuitive, making even basic tasks frustrating to navigate. There’s no FaceTime or easy login option, which feels like a huge oversight in today’s tech landscape. On top of that, it hasn’t been properly updated to match current standards, so it runs clunkily and lacks modern features. It feels like the developers abandoned it long ago. Unless you have no other choice, I’d recommend skipping this one.