Broker Check

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.

Additional Resources