Access to view your accounts that are held at Pershing, as well as establish eDelivery preferences.
**If you have not already established a login for eQuipt, please click 'Sign Up' when you reach the webpage.
Should you have any questions or require assistance, please do not hesitate to contact the office (405) 843-2380 or Katy Baldrachi at firstname.lastname@example.org.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
You will ongoing access to your personal financial management website. You can always log on and see what’s happening with your portfolio.
You can store important documents such as your trust, will or tax returns.
It's an excellent organizational tool just for you. You will become more organized and savvier about your wealth.