eQuipt is an online investment platform designed Strictly for viewing Osaic (Royal Alliance)/Pershing brokerage accounts (values, history, statement, and non-specific reporting). It offers a user-friendly interface and a wide range of features to facilitate efficient portfolio management. Investors can securely view their account balances, holdings, transaction history, and performance reports in real-time.
Get a comprehensive overview of your account's values and top holdings, offering a clear snapshot of your account's financial status and its key assets.
Explore this section to conveniently access electronic notices sent by Royal Alliance.
Effortlessly edit your personal information, update security details, and manage household accounts. You can even enroll in E-Delivery for future notices.
Discover a comprehensive collection of statements & reports, confirmations, tax documents, notifications and shareholder communications.
Tailor your email notification alerts to your preferences. Customize the specific notices you wish to receive and assign the appropriate email for each account.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.