How to Enroll in eQuipt
eQuipt is the online portal for Pershing account statements via Osaic. You will need to enroll all of your accounts for your household. Please follow the video below for a guide on this process. There is also a PDF guide available HERE: eQuipt Guide.
Our team can help walk you through this if you have questions.
(925) 370-3750 option 0
