Dunham Mobile vs Osaic Equipt
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Dunham Mobile
Manage your investment accounts on the go. View statements, confirmations, and easily reset your password. Stay connected to your financial information anytime, anywhere.
- Account access
- View statements
- View confirmations
- Password reset
- Mobile management
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Access your Dunham account, statements, confirmations and reset your password.
Osaic Equipt
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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Stay Connected - eQuipt provides you with an essential solution for monitoring your investments. Now you can stay connected while you’re on the go—wherever you use your iPhone or iPad. eQuipt lets you view your accounts in an efficient and user-friendly environment that leverages the look and feel of the eQuipt Client Portal, in an app that fits perfectly for the form factor of your tablet or phone. Through eQuipt, you have fully featured access to account information, such as portfolio allocation, cash balances, holdings, historical activity, portfolio valuation over time, as well as electronic documents and statements. You can also initiate check deposits into your eQuipt account using the Remote Deposit Capture feature. With just a few clicks from your iPhone or iPad, you can access: • Account balances and holdings • Transaction history • Market information and quotes • Statements and Documents Please note: • Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may decrease in value. Please contact your financial advisor for details.
Screenshots
Verdict
The clearest difference is rating: Dunham Mobile at 4.2 against Osaic Equipt's 2.0. Dunham Mobile also leads on iOS requirement (15.6 vs 17.0). Osaic Equipt's advantage is ratings volume (146 vs 5). On price, update cadence, ads and in-app purchases there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
Dunham Mobile holds the better App Store score, 4.2 against 2.0. That said, the two scores are not equally well evidenced: Osaic Equipt has 146 ratings behind it against 5, so its average is the more settled of the two.
Dunham Mobile ships an update every 3 months, Osaic Equipt every 4 months. The most recent releases landed on October 16, 2026 and October 17, 2026 respectively.
| Parameter | Dunham Mobile | Osaic Equipt |
|---|---|---|
| Price | Free | Free |
| Rating | 4.2 (5 ratings) — better | 2.0 (146 ratings) |
| Positive reviews | — | 1.7% of reviews |
| Number of ratings | 5 | 146 — better |
| Update frequency | Every 3 months — better | Every 4 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Free | Free |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.6 — better | 17.0 |
| Further details — not scored | ||
| Size | 61 MB | 8 MB |
| Age rating | 4+ | 4+ |
| Developer | Dunham & Associates Investment Counsel, Inc. | Osaic, Inc. |
Customer experience
Dunham Mobile
Osaic Equipt
Bugs and requests
Dunham Mobile
Not enough reviews yet to summarise bugs or requests.
Osaic Equipt
Reported bugs
9 issues- App crashes on startup
- App crashes at paperless prompt
- Session expired errors
- Login fails repeatedly
- Account info does not fully load
Show 4 moreShow fewer
- Cannot click on account details
- Freezes after login
- Phone number resets to old number
- App freezes on error code
Requested features
6 requests- Biometric login (FaceID, facial recognition)
- Ability to download monthly statements and tax documents
- Improved data presentation and graphing
- Two-factor authentication on mobile app
- Option to remember login
Show 1 moreShow fewer
- Display total principal invested
In-app purchases
Dunham Mobile
No in-app purchases
Osaic Equipt
No in-app purchases
Questions
Is Dunham Mobile free?
Is Osaic Equipt free?
Which has better reviews, Dunham Mobile or Osaic Equipt?
Do Dunham Mobile or Osaic Equipt have ads?
Which is updated more often, Dunham Mobile or Osaic Equipt?
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