eQuipt Client Portal

Everything your clients need. All in one place.

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ACCESS ACCOUNT INFORMATION ANYWHERE

Designed to be modern and user friendly, eQuipt Client Portal's mobile-friendly site and mobile app, provides access to your clients' accounts and transactions in one place, available from anywhere.

ADD MONEY TO AN ACCOUNT WITH MOBILE DEPOSIT

Funding or adding additional funds couldn't be simpler, using the eQuipt Client Portal app with integrated mobile check deposit*, your client can take a picture of a check and add those funds to their account.

*Pershing clients only.

RESET YOUR ACCOUNT PASSWORDS WITH EASE

Your clients can securely reset their user passwords themselves rather than contacting a help line. This brings eQuipt in line with how other major financial websites function and saves time for all.

SIGN FORMS AND RECEIVE ALL DOCUMENTS ELECTRONICALLY

Safe and secure eSignature functionality makes paper a thing of the past. Your client signs in to the Client Portal and completes all digital forms in a snap.