top of page

How to Go Paperless With eQuipt

#2

If this is your first time logging in, you will need to answer a few security questions to further protect information.

#3

Click on the “go paperless” icon at the top right portion of the page.

#4

Ensure the accurate email address is listed for e-delivery (add and save the correct one if not). Then choose the “Quick Enrollment (for all accounts)” or the “Edit” link beside E-Delivery Preferences.

#5

Check the box for both Statements and Reports and Trade Confirmations, then click the “Save” button. (To get paper again, simply uncheck the box for Statements and again click “Save”)

#6

Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the “I Accept” button.

#7

You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statement, and Reports via e-mail.

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referred here are independent of Osaic Wealth, Inc. When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use on the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. This communication is strictly intended for individuals residing in the states AK, AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, MI, MS, NC, OH, PA, SC, TX, VA, WI. No offers may be accepted from any residents outside the specified states referred.

bottom of page