Osaic Wealth eQuipt Client Portal Resources
Customizing Statement Preferences
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.
Looking for additional assistance on navigating the eQuipt Client Portal? Click below for a more comprehensive guide.