Ask your advisor to send you an email invitation or click Sign Up at the bottom of the eQuipt login page. Osaic eQuipt is a password-protected client portal where you can view your Pershing account portfolio, edit your paper delivery preferences & e-sign documents.

You can enroll in paperless eDelivery and use it for some types of communications, and still receive the paper versions for others. For those you opt into, you'll receive email notification when new documents are available to review. 

Click Here for Registration & eDelivery Instructions

Click Here for Video: How to Sign up for eDelivery

Click the button below to Register for Osaic eQuipt.

Please note the website name has changed to Osaic.NetXInvestor.com. Click the lime green LOGIN button and login using your credentials to access your account. The 3 digit Financial Organization number is no longer required to login.

By enrolling in eDelivery you can choose to use it for some types of communications and still receive the printed versions for others. For those you opt into, you'll receive email notification when new documents are available to reviews. 

Click Here for eDelivery Instructions

 YOUR U.S. MAIL DELIVERY COST: Effective 1/1/2025: If you are not fully enrolled in paperless edelivery, you will be charged $4.50 per quarter as a flat fee. ($1.50 per month for all documents)

PAPER DOCUMENT TYPE                                                                         DESCRIPTION                                                                        FREQUENCY OF DELIVERY 

Statements & Reports                                                                                                 A review of your portfolio's performance.                                                                                              Quarterly, at a minimum   

Disclosures & Policies                                                                       Required information notifyingyou of how your account is handled.                                                                                              As Needed       

Firm Correspondence                                                                     Notifications from your financial professional's affiliated firm. (Osaic)                                                                                             As Needed

Trade Documents                                                A notification of a securities transaction that must be sent on or before the completion of the trade.                                                          As Needed

Tax Documents                                                                                        1099's, 5498's and other tax documents required by the IRS.                                                                                                           Annually

Notifications                                                              Documents sent from the custodian which are not included in any other type of communication.                                                                As Needed

Proxy/Shareholder Communications        Information from the investment company regarding voting rights, reorganizations and various communications.                                    As Needed

Prospectus                                                                    Details about an investment offering you purchased to help you make more informed decisions.                                                               As Needed