Step 1:
Login in to your account on the Osaic Wealth eQuipt Client Portal. Select Settings at the top of the Dashboard.
Step 2:
Go to the E-Delivery tab and select your delivery preferences for all Osaic Documents. You can toggle between Online Only or Paper & Online.
Step 3:
For NFS statement delivery preferences, select Edit All at the top right, set your preference per account, and hit Save This Account before moving to the next line.
Client Portal: Additional Resources
Looking for additional assistance on navigating the eQuipt Client Portal? Click below for a more comprehensive guide.