Access your electronically
delivered documents

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.

Frequently asked questions

What is eQuipt?
How do I access documents with eQuipt?
How do I access documents with Wealthscape Investor?

Wealthscape InvestorSM is a service mark of FMR LLC.

Fidelity Investments ("Fidelity") is an independent company unaffiliated with Osaic, Inc. Fidelity is a service provider to both. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1067736.1.0

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. 6192409

Osaic Logo
By using this website, you agree to our use of cookies. We use cookies to provide you with a great experience and to help our website run effectively.