Client Login

Our eQuipt Portal provides access to your brokerage accounts, brokerage tax forms, and other disclosure documents.

New User Setup

To setup access, you will need

an Osaic account number (found on your statements or tax documents, do not include dashes)
Date of birth (please follow the formatting)
Last four of your social security number
Zip code for your mailing address

When you're ready - Go to eQuipt

Login to eQuipt

You can modify your electronic delivery preferences through eQuipt. When you accept electronic delivery, you maintain paper delivery of monthly statements and tax documents. That preference can be updated in preferences when logged in.

In the Wealthscape tab, you can access all of your brokerage accounts and link your household's accounts to one platform. Tax documents are one click away when you are in Wealthscape!

Login to eQuipt

Consolidated Reports of Accounts

We invite you to try OneView by PershingX, our online consolidation software that simplifies financial management. OneView provides a snapshot of your accounts held through Granite Financial. Explore this tool to enhance your financial oversight. (Note: some types of annuities do not sync with this reporting system).

Request Enrollment

Access to OneView must be request through our office.

You can do that by requesting it through our contact page; requests must be made referencing your email on file in our office.

Request OneView Access

Already Enrolled

For clients who have already established OneView access, here's a quick link to get you there!

OneView Consolidated Reports