Broker Check

Client Login

Please use these links to login to your client portals.

eQuipt

Please use this link for the details of your investment accounts and your bill pay.

eQuipt Client Portal Features

  • Provides 24/7 access to view your investment account information (including balances, holdings, cost basis, activity, projected cash flow, order statuses, and profile information) with intraday updates as well as with information as of the previous business day’s close.
  • Provides the ability to establish eDelivery preferences for various account-related communications
  • View all of your investment accounts through a single login

Click Here to Login to eQuipt


NaviPlan

Please use this link to access your total aggregation and projection values.

NaviPlan Features

  • Account aggregation
  • Advanced tax planning
  • Asset allocation & risk tolerance
  • Cash flow planning

Click Here to Login to NaviPlan


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