Osaic Equipt

Osaic Equipt

by Osaic, Inc.

134 ratings
54 reviews
Free

Details

  • Released
  • Updated
  • August 8, 2018
  • April 10, 2026
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's New in Osaic Equipt

4.0.42

April 10, 2026

The build contains bug fixes.

User reviews

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.

Antiquated

Every piece of this app feels antiquated, but the rest would be tolerable if we could just have biometric login. If my other financial apps and grocery store can allow me to use biometric login I feel like this app should be able to figure it out!

Boomer technology

Login technology is decades old on the mobile app. The Web application login isn’t as analog, thanks to Google Chrome, but still they go out of their way to make the login unintuitive. Their systems seem to be constantly unavailable because of maintenance, but they certainly are not making any improvements. The presentation of data is as interesting as oatmeal. The graphing presentation is simply embarrassing for a financial institution. The only data points are monthly data points, but it’s impossible to tell if the data points are the beginning or end of the month. Simple data integration with Credit Karma takes no less than 2 minutes to complete and always requires manual intervention. No matter how many times you update your phone number, it will reset to your old phone number the next day.
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Bad app

If there is zero stars, may represent better rating. Keep crashing

App Crash

App has been crashing on startup for months. Multiple reviews say the same. Does Osaic read these? It appears not.

Developer apps

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.