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Financial Planning

Mobile Deposit

First, set up your NetXInvestor Account. Then, download the NetXInvestor app from your mobile device’s app store—available for both iPhone and Android.

Once installed, follow these instructions to complete your mobile deposit.

eQuipt Osaic - Choose how you receive your documents with flexible electronic or paper delivery options. Through our mobile app for iPhone and Android, you can securely deposit checks, eSign important documents, view account balances, holdings, and recent transaction history, and access statements, tax documents, and more. It’s simple, secure access to your financial information anytime, anywhere.

Download the Osaic eQuipt App from: Apple App Store Google Play

OneView - A single platform to view all holdings, transactions, and performance reports, including assets held outside of Osaic advisory or brokerage accounts, enabling better collaboration and more informed decision-making.

MoneyGuideElite℠ - Login to access award-winning planning software that securely and automatically updates data directly from your bank, mortgage company, investments, credit cards, 401k, etc. This powerful interactive planning technology conveniently and confidently paints a clear picture of your current and projected net worth and financial plan.

Signing Up for eQuipt

For eQuipt Osaic, simply use your Osaic Wealth account number to sign up. With OneView and MoneyGuideElite, our team will send you an invitation.

Managing the constant stream of disclosures, prospectuses, trade confirmations, and other documents you receive by mail can be costly, time-consuming, and overwhelming. Finding space to store them securely only adds to the frustration. The solution? Switch to electronic delivery through your new Osaic eQuipt account where you can access and retain these documents up to seven years. Going paperless reduces clutter, saves time and energy, and eliminates the need for future shredding or storage. Plus, by securely organizing your documents online, you’re not only simplifying your life—you’re also making a positive impact on the environment.

When you first sign up for eQuipt, you’ll be automatically enrolled in electronic delivery for all communications except statements and tax documents which can be changed anytime.

eQuipt:

Prepare: You will need your Osaic Account Number (Formerly American Portfolios' Account Number).
Visit the eQuipt Website: Go to https://app.osaic.com/equipt/login.
Sign Up: Click the "Sign Up" link located below the Username and Password fields (as illustrated below).
Follow the Prompts: Complete the on-screen instructions to set up your account.

Once you've created your login and password, you can download the Osaic eQuipt App to your phone for convenient access:

Apple Users: Download the Osaic eQuipt App from the Apple App Store
Android Users: Download the Osaic eQuipt App from Google Play

Changing Paper or Electronic Delivery Choices

Remember when you first sign up for eQuipt, you were automatically enrolled in electronic delivery for all communications except statements and tax documents. Some accounts incur a fee for paper statements. If you’d like to change or confirm your delivery preferences, start on the eQuipt tab, which serves as the Homepage, and follow these simple steps:

After finalizing your selections, be sure to click "Save This Account" to confirm your choices.

eQuipt Customer Guide

Download our eQuipt Guide for additional features and setup instructions.

Download Guide