facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

VIEW YOUR ACCOUNTS IN SAGEPOINT'S EQUIPT (NETX)


What is eQuipt?


          eQuipt is Net Investor or NetX. By using eQuipt clients can see the investments that are held with Pershing. eQuipt offers the clients the ability to go paperless for documents such as statements, confirmations, tax documents, etc. 

What does eQuipt offer me?


  • The ability to link all accounts held through Pershing for a single social security number.
  • The option of setting your eDelivery preferences.
  • Allows you to see your account balances, holdings, cost basis, view any activity, order status, and your profile information. 
  • Access to intraday market updates that affect your holdings.