Broker Check

2 Updates to Close Out 2022: 12.16.22

Updates for 12.16.22

eQuipt Client Portal

This week’s update includes the following:

  • A Change to the Registration Process
  • Correction to the UTMA “Sign Up” Link

Read more to learn the details of each update.

Update: Registration Process Change

In response to phishing concerns from clients and financial professionals, clients are no longer required to enter their full, nine-digit Social Security Number (SSN) when registering for eQuipt Client Portal. Instead of SSN, clients now enter their:

  • Date of Birth
  • The Last four digits of the SSN
  • Five-digit Zip Code

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REVISED:

With this update, your client’s identity will still be confirmed while reducing client phishing and registration process concerns. This change is only on the first (“Verify Your Account”) step in the initial registration process.

FIX: UTMA “Sign-Up” Link Correction

Previously, a client’s personal information could not be confirmed when attempting to register using the Sign-Up link on the login page that was associated with a brokerage UTMA account. This was the result of an error message displaying when the correct information had been entered by the client, which then prevented them from registering (image below).



This issue is resolved, and clients can now successfully register for eQuipt Client Portal with a brokerage UTMA account number using the Sign-Up link on the login page.

Have a Happy & Safe New Year

That’s a wrap for 2022! We’ll see you next year and look forward to another productive year in 2023.

All the best,

The eQuipt Team