Broker Check

Account Access

Click below for access to your account. If you would like to view a consolidated statement of all of your investments, please click the Albridge button.

Go Paperless with eQuipt!

  • Login to your eQuipt site with the "eQuipt" link above, or copy & paste into your browser: https://app.osaic.com/equipt/login
    • (If you have not set that up just yet, you'll need to do so - it's quick and easy! );
  • Across the top menu bar, select “E-Documents”. That brings up another menu bar with the two options of “statements & documents” or “Settings” – You'll want to go to “Settings”;
  • In the e-Delivery section on the right side of your screen, select “edit”;
  • Any checkmark in the boxes means you are choosing electronic delivery of those documents. You will receive an email notification when new communications are available to view online;
  • Hit SAVE. You’re done!
    • Would you like to make these same selections across ALL your accounts? Just use the “quick enroll” link within the Settings page instead of the “Edit” button.