Because you opted into eDelivery of your account documents, you can access your documents one of two ways: eQuipt, or Wealthscape Investor. Choose your preference below.
eQuipt & WealthScape Investor
Access Your Electronically Delivered Documents
WHAT IS EQUIPT?
REGISTER FOR EQUIPT
eQuipt is a technology service provided by Advisor Group that is part of the eQuipt product suite of tools and services available to clients and financial professionals.
how to access documents with equipt
eQuipt is a portal available to you through your financial professional where you can access your account summary and documents, modify eDelivery settings, and more.
How to access documents with wealthscape investor
Follow the steps provided to you in your email.