Client Login Portals
Access your Osaic/Wealthscape brokerage account(s) online or to sign up for electronic delivery of your statements online at eQuipt. To create a new account, you will need to provide your Osaic Account Number, your Social Security Number (SSN), and date of birth. For organizations, trusts, or other entity accounts, please contact our office.
RightCapital is a personal financial software that allows us, and you, to view your entire financial picture in a single location. The account aggregation will provide an updated balance sheet every day that includes your 401k balances, bank accounts, retirement and investment accounts, real estate, and debt balances like student loans, credit cards, and mortgages. The software also helps with the design and analysis of your taxes and estate plan.