Osaic Equipt

Osaic Equipt

by Osaic, Inc.

147 ratings
58 reviews
Free

Details

Released
August 8, 2018
Updated
October 17, 2026

Features

Osaic Equipt screenshot #1 for iPhone
Osaic Equipt screenshot #2 for iPhone
Osaic Equipt screenshot #3 for iPhone
Osaic Equipt screenshot #4 for iPhone
Osaic Equipt screenshot #5 for iPhone
iphone
ipad
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About

Monitor your investments on the go with this app. Access account information, view portfolio allocation, holdings, and historical activity. Initiate check deposits and access electronic documents and statements from your mobile device.

✓Investment portfolio monitoring
✓Account balance and holdings view
✓Transaction history
✓Electronic document access
✓Remote check deposits
✓Market information and quotes
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What users say about Osaic Equipt

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What's New in Osaic Equipt

4.0.48

October 17, 2026

The build contains security fixes.

User reviews

Limited User Tools

As a new Osaic client used to better service in a brokerage app,the Osaic app provides no options for a user to physically print any of the statements or documents presented in the app. Everything is locked into a review only status without any way to produce a printed document for further review or filing.
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To many steps to do one thing

Feels like it needs updating. Four steps to login retrieve password then receive text then copy text then paste then finally you might get in. Then you have to search every where to find what you want.

App is bad

Not sure why Osaic can’t fix their app like vanguard or fidelity did. In this day and age a good user interface can be the difference between where clients choose to hold assets, and Osaic is quickly falling behind.

Great app

Great app

Cannot download documents

The app works well for checking your balance. However, there is no way to download your monthly statement or your tax documents. I have to go to the website to do that.

Developer apps

User experience

🐞

Reported Bugs

9 issues

App crashes on startup

Bug

App crashes at paperless prompt

Bug

Session expired errors

Bug

Login fails repeatedly

Bug

Account info does not fully load

Bug

Cannot click on account details

Bug

Freezes after login

Bug

Phone number resets to old number

Bug

App freezes on error code

Bug
✨

Requested Features

6 requests

Biometric login (FaceID, facial recognition)

Feature

Ability to download monthly statements and tax documents

Feature

Improved data presentation and graphing

Feature

Two-factor authentication on mobile app

Feature

Option to remember login

Feature

Display total principal invested

Feature

FAQ

What does Osaic Equipt do?

Osaic Equipt is a mobile application designed for monitoring your investments. It allows you to stay connected to your account information, view portfolio details, and manage financial documents directly from your iPhone or iPad.

What are the key features of Osaic Equipt?

Key features include viewing account balances and holdings, checking transaction history, accessing market information and quotes, retrieving statements and documents, and initiating check deposits through Remote Deposit Capture.

Is Osaic Equipt free to use?

Based on the provided information, the application is available for free. There are no mentions of subscription fees or in-app purchases.

What devices is Osaic Equipt compatible with?

The application is designed to work on iPhones and iPads, leveraging their form factors for a user-friendly experience.

How can I use Osaic Equipt for my investments?

You can use Osaic Equipt to efficiently monitor your investment portfolio, track account activity, review historical performance, and access important financial documents and statements on the go.