Osaic Equipt 4.0.35

eQuipt offers a valuable solution for monitoring investments, allowing users to stay connected while on the move, using their iPhone or iPad. The app provides a user-friendly interface resembling the eQuipt Client Portal, optimized for mobile devices.

Users can access a range of account information through eQuipt, including portfolio allocation, cash balances, holdings, historical activity, portfolio valuation trends, and electronic documents and statements. Additionally, the app allows for check deposits into eQuipt accounts using Remote Deposit Capture.

Key features accessible with just a few taps on your iPhone or iPad include:

• Account balances and holdings
• Transaction history
• Market information and quotes
• Statements and documents

Please be aware that investment products are not bank deposits, are not FDIC insured or backed by any federal government agency, and may depreciate in value. For detailed information, contact your financial advisor.