WFS eQuipt

WFS eQuipt

by Osaic, Inc.

18 ratings
1 review

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • August 8, 2018
  • March 24, 2023
WFS eQuipt screenshot #1 for iPhone
WFS eQuipt screenshot #2 for iPhone
WFS eQuipt screenshot #3 for iPhone
WFS eQuipt screenshot #4 for iPhone
WFS eQuipt screenshot #5 for iPhone
WFS eQuipt screenshot #6 for iPhone
iphone
ipad
🖼️Get Icon
Icons↘︎

About

Monitor your investments on the go with this app. Access account balances, holdings, transaction history, and market information. You can also deposit checks remotely into your WFS account.

Investment monitoring
Account balances and holdings
Transaction history
Market information and quotes
Statements and documents
Remote check deposit
Show original description

What's New in WFS eQuipt

4.0.28.2

March 24, 2023

Upgrade to latest Xcode 14, and an update to the minimum supported iOS version from 12 to 14.

User reviews

Terrible mobile deposit

Not only is the UX poorly designed, the mobile deposit didn’t work at all. I tried it multiple times with freshly torn checks, taking photos in natural light, and it never worked.

Developer apps

FAQ

What is WFS eQuipt?

WFS eQuipt is a free mobile application designed for monitoring WFS investment accounts. It allows users to view account details, transaction history, and market information directly from their iPhone or iPad.

Can I deposit checks with WFS eQuipt?

Yes, WFS eQuipt features a Remote Deposit Capture function that allows you to initiate check deposits directly into your WFS account using your mobile device.

Is WFS eQuipt secure for my financial information?

While the app provides access to your account information, investment products are not bank deposits and are not FDIC insured. Users should consult their financial advisor for specific details regarding investment security.

What devices support WFS eQuipt?

WFS eQuipt is compatible with iPhones and iPads, offering a user-friendly experience tailored to these mobile form factors.

How often is WFS eQuipt updated?

The app was last updated on March 24, 2023, with version 4.0.28.2. This indicates regular maintenance and potential feature additions or improvements.

What is the user rating for WFS eQuipt?

WFS eQuipt has an average rating of 3.1 stars based on 18 user ratings, suggesting a mixed reception among its user base.

Does WFS eQuipt offer investment advice?

No, WFS eQuipt is primarily a tool for monitoring your investments and performing basic transactions. For investment advice, users should contact their financial advisor.

What kind of account information can I see in WFS eQuipt?

You can view detailed account information including portfolio allocation, cash balances, holdings, historical activity, and portfolio valuation over time, as well as access electronic documents and statements.