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Osaic Equipt

Osaic Equipt

by Osaic, Inc.

134 ratings
57 reviews
💰 Finance
Free

Details

  • Released
  • Updated
  • August 8, 2018
  • April 10, 2026

Developer

Osaic, Inc.
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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

Most RecentHighest RatedLowest Rated

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.
$@#%zx12345678$@#%zx12345678

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.
bswisheebswishee

Great app

Great app
Food always missing somethingFood always missing something

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.
jameyfrankjameyfrank

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!
Kels260Kels260
See 52 more reviews

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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.