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ONLINE ACCESS

Osaic eQuipt Login

Osaic eQuipt Login


This Online Access (is):


  • Best for New (first-time) Users.
  • Best for Current (registered) eQuipt Users.
  • NOT for Non-Individual (i.e. business or trust entities) Users.
  • Allows Users to e-sign new accounts.
  • Allows Users to reset their Username/Password online.


For the Android App: Click HERE

For the Apple App: Click HERE


  • For Osaic eQuipt Instructions:     VIEW HERE
Pershing NetXInvestor Login

Pershing NetXInvestor Login


This Online Access is:


  • Best for (previously-registered) Pershing Users.
  • Best for Non-Individual (i.e. business or trust entities) Users.
  • For Non-Osaic eQuipt Users.


If unsure, use the Osaic eQuipt Login instead.


For Android App: Click HERE

For Apple App: Click HERE


  • For Osaic NetXInvestor Instructions:     Coming Soon
OneView V2020 Login

OneView V2020 Login


This Online Access is:

  • For our (currently registered) clients with accounts directly held at various mutual fund and/or annuity companies, as well as Osaic & Pershing.
  • For our (currently registered) clients who would like to see a consolidated reporting of their investments.


First Time USER:

  • Please check with your advisor to inquire about setting up this access.


If unsure, use the Osaic eQuipt Login instead.


Technical Questions?

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