Enroll in eDelivery:
Managing Your Documents from Osaic Wealth & Pershing
Manage Your eDelivery Preferences:
All documents except your statements and tax documents are automatically moved to paperless when you enroll. You can change this at any time with these simple steps:
- Sign up or Log in to eQuipt: equipt.osaic.com
- Navigate to “Settings”
- Choose “eDelivery Preferences”
- Personalize your settings
To learn more, click below to view an informational video.
How eDelivery Helps You:
- Save money on delivery costs: Beginning February 15, 2021, Osaic Wealth will charge your account $1.50 per trade if the Trade Confirmation is delivered in paper form. A Trade Confirmation is generated any time a security is bought, or sold, in your account. This does not apply to reinvested dividends or statements.
- Receive an email notification the when a new document becomes available.
- Manage your preferences: Print, store online, or both.
- Retain and access documents online for 7 years.
We are proud to provide you with this streamlined, environmentally friendly option, and hope it provides the efficiency and effectiveness we strive for. Please don’t hesitate to contact our office for assistance.
You are now leaving the Vahanian & Associates (“Vahanian”) website and will be entering the Vahanian client vault. By selecting the “Continue” button, you elect to participate in the password-protected access portion of Vahanian’s client portal. Your participation will allow you to review certain investment-related information published by Vahanian and unaffiliated third parties. This password-protected access is made available to clients of Vahanian free of charge. The password-protected section is a secure website intended only to allow client access to certain account information. This authorization continues until canceled in writing. Third-party sites that are directly or indirectly linked to may collect information, including personal information relating to users’ online activities over time and across different websites and other online services. Vahanian does not control a third-party’s collection or use of personal information or tracking technologies. Third-party sites that are directly or indirectly linked or referenced above may collect information, including personal information relating to your online activities over time and across different websites and other online services. Vahanian does not control a third-party’s collection or use of personal information or tracking technologies.
