Osaic Equipt 4+

Osaic, Inc.

    • 2.0 • 77 Ratings
    • 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

Ratings and Reviews

2.0 out of 5
77 Ratings

77 Ratings

Jer Bai ,

Why Waste Time

This apps adds no value or functionality/ content. The developers must have not been updated on applications use or customer feedback.

jamone13 ,

It is just their website

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.

Wise man investor ,

Used to work

The app worked great until about 3 weeks ago…now each time you log in it goes to the time expired page and asks for you to log in again. Then you get stuck in this loop of constantly trying to log in with now success. Also, with all the technology available why can’t this app use face recognition like every other app?

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, for example, based on the features you use or your age. Learn More

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