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.
Why choose eDelivery?
- Immediate: Instead of receiving paper documents through the mail, we'll e-mail you as soon as they are available online.
- Secure: Access your account communications within a password-protected environment, reducing the risk of identity theft by eliminating paper delivery of sensitive financial information.
- Green: Less paperwork is good for you and for the planet. Help the environment by reducing paper consumption.
- Convenient: Through the eQuipt Client Portal and WFS eQuipt mobile app, you have full access to account communications whenever - and wherever - you want.
- Flexible: Choose which documents you want to receive electronically, and request a free paper copy at any time. You're in control.