SPF eQuipt 4+

Advisor Group, Inc.

    • 3.5 • 6 Ratings
    • Free

Screenshots

Description

Stay Connected -

Sagepoint 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. Sagepoint eQuipt lets you view your Sagepoint 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 Sagepoint 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 [Firm Name] 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 4.0.24.1

This release includes bug fixes.

Ratings and Reviews

3.5 out of 5
6 Ratings

6 Ratings

uppam ,

One annoying issue

I just wish this app would use Face ID or at least remember username and password.

rwmgtx ,

Account Review

Easy to install, use and view account data.

Andre Chi ,

Terrible

Probably worth investing in a mobile app developer. This app is unstable, limiting, and really clunky to use.

App Privacy

The developer, Advisor Group, 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

More By This Developer

Finance
Finance
Finance
Business
Finance
Business

You Might Also Like

Finance
Finance
Finance
Finance
Finance
Finance