eQuipt

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.

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eQuipt Dashboard

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.

Notices

Explore this section to conveniently access electronic notices sent by Royal Alliance.

Settings

Effortlessly edit your personal information, update security details, and manage household accounts. You can even enroll in E-Delivery for future notices.

E-Documents

Discover a comprehensive collection of statements & reports, confirmations, tax documents, notifications and shareholder communications.

E-Documents- Settings

Tailor your email notification alerts to your preferences. Customize the specific notices you wish to receive and assign the appropriate email for each account.

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