Screenshots

Description

Stay Connected -

WFS 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. WFS eQuipt lets you view your WFS 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 WFS 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 WFS 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 4.0.14.0

This release includes bug fixes, security updates, data sharing updates.

Ratings and Reviews

3.1 out of 5
8 Ratings

8 Ratings

ShelbiRenae ,

Terrible mobile deposit

Not only is the UX poorly designed, the mobile deposit didn’t work at all. I tried it multiple times with freshly torn checks, taking photos in natural light, and it never worked.

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

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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