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HOW TO ENROLL

eQuipt Client Portal

Register now to receive paperless statements and documents with eDelivery. Instantly access your important account documents through our secure website - any time, any where. It's fast, safe, and absolutely free.

The eQuipt Client Portal enables you to view your investment accounts online, to establish eDelivery preferences for account communications (statements, confirms, tax documents, etc.), and to view market quote information and intra-day market activity for your accounts. If you are not yet registered with eQuipt, click on the button below to get started. During the simple set up process, you will be given an option to enroll in eDelivery.


REGISTER NOW