Broker Check

Client Login


The eQuipt website enables you to view your investment accounts online, to establish eDelivery preferences for account communications (statements, confirms, tax documents, etc.), and to view market quote information and intra-day market activity for your accounts. 

Client Login

This guide will demonstrate how to set up your online access and basic navigation:

eQuipt Guide

Still using one of our older reporting systems?

Safeguarding Your Personal Information Using Email Encryption

E-mail Encryption involves using computer software to allow emailed content to be securely delivered to the recipient without being intercepted/accessed/read by unauthorized persons.

In an effort to enhance the security of your information, we utilize encryption software when emailing sensitive information. Some email servers will require you to undergo a password-protected email authentication process through SMARSH.

Select the link below for additional information on setting up your Smarsh account.

Smarsh Secure Messaging Portal Instructions

Sail toward the life of your dreams

We work together to reduce complexity and provide plans for how you can strategically utilize resources. We’ll start by crafting a custom plan for your needs. That process begins with a complimentary discovery consultation that allows you to learn more and get to know us better.

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