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Osaic Equipt

Stay Connected -

Stay Connected -

Osaic Equipt

by Osaic, Inc.
Osaic Equipt
Osaic Equipt
Osaic Equipt

What is it about?

Stay Connected -

Osaic Equipt

App Details

Version
4.0.33
Rating
(77)
Size
3Mb
Genre
Finance
Last updated
March 23, 2024
Release date
August 8, 2018
More info

App Screenshots

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Osaic Equipt screenshot-1
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Osaic Equipt screenshot-4

App Store Description

Stay Connected -

Royal eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. Royal eQuipt lets you view your Royal eQuipt accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone.

Through Royal eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your Royal eQuipt account using the Remote Deposit Capture feature.

With just a few clicks from your iPhone or iPad, you can access:

• Account balances and holdings
• Transaction history
• Market information and quotes
• Statements and Documents

Please note:

• Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.

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