How to Go Paperless With eQuipt
#1
Log into app.osaic.com/equipt/login.
#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.