Client Log-In

eQuipt is an online investment platform, part of Osaic (formerly Advisor Group), designed for viewing and managing Pershing brokerage accounts, offering a user-friendly interface and features for efficient portfolio management for our clients. 

OneView is an online investment platform, offered by Osaic, designed for viewing your accounts across multiple platforms. With it's user-friendly interface and ability to house all of your SFA accounts in one log-in, wherever the investments may be held. 

Box is our secure document sharing portal used to send and receive sensitive documents with our clients while ensuring a level of security to keep our client's information safe. If you have a statement or document you'd like our team to see, please upload below