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Client Login Portals

Osaic's eQuipt Client Portal

Osaic's eQuipt Client Portal

This Portal is for Osaic Clients with Pershing Brokerage Accounts

Future improvements will allow integration of non-Pershing accounts as well as increased features and functionality.

  • For Instructions on how to Register and Navigate the Portal:
  • If you get locked out or need additional assistance, please call the eQuipt support line: (800) 272-3007 and press 3 to reach the "eQuipt Client Portal Support" team.
  • To automatically download tax data into TurboTax or H&R Block software or transactional information into Quicken, search for "Osaic eQuipt" as the institution in those software programs and follow the prompts to download the data by entering your username and password.
  • For the Apple or Android Mobile Versions of eQuipt, search for "Osaic eQuipt" in the App Store.

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Vision 2020 OneView
(Albridge Wealth Reporting)

Vision 2020 OneView (Albridge Wealth Reporting)

OneView provides a consolidated view of All accounts through Osaic and some basic performance reporting.

  • The OneView reporting features may eventually be integrated into eQuipt, eliminating the need to log into two separate portals.

  • Please note: Monthly or Quarterly account statements or Year-End Tax Statements cannot be accessed through this portal. Use the eQuipt portal for Pershing Brokerage accounts or log in to your account provider's website directly.  (The account provider's website details are often found on your recent paper statements).

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eMoney is a suite of comprehensive Financial Planning Tools and reports.

Functionality Includes:

  • The ability to see your entire financial picture including your Osaic accounts and integrated outside accounts such as workplace retirement plans, bank accounts, credit cards, and loans.
  • The ability to run scenarios and adjust various objectives to see where you are in relation to future goals such as retirement or funding a child's college education.
  • The ability to monitor your spending and create budgets through securely linked bank and credit card accounts

For a Brief Overview of eMoney Click Here

For a Brief Overview of eMoney Security Features Click Here

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