To create a new account, you will need to provide your Osaic Account Number and your Social Security Number (SSN).

Welcome to Osaic! View your financial picture and collaborate with your financial professional all in one location with your secure client portal: eQuipt. Not Enrolled? Get Started.

Securities are offered through American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC.

You can access your Brokerage accounts, Advisory Fee-Based accounts, and Advisory Annuities held directly with Osaic through the eQuipt platform, which also supports Single Sign-On to …

Our mission is to ensure you have the solutions, support and flexibility you need to make a difference in your clients’ lives – because we know that when they thrive, you do too.

EQUIPT LOGIN Equipt is Osaic's platform for opening and viewing native accounts that utilize our brokerage platform. Please use the button below to login to this site.

eQuipt provides you access to all brokerage accounts active under your Social Security number, using a single login. Brokerage accounts for other people in your household (spouse, children, …

When you Login to Equipt, you are able to view your specific account, see the investments and view confirmations, statements and tax forms. Click HERE for instructions to log into Equipt …

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.

The “Osaic Documents” section enables you to set your eDelivery preferences for Disclosures & Policies and Firm Correspondence (hover over each category for a description).