Client Logins

Client Account Access - eQuipt

View your investment accounts online at eQuipt or download the Osaic eQuipt mobile app on your iOS or Android device.

Client Access - eQuipt Portal

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Wealth by Design PNW

This is an online resource where you can aggregate all your accounts to create a living balance sheet. It also provides a safe and secure personal vault for all your important documents that you can access whenever or wherever you need them.

Shared Documents – Use this folder to drag and drop your information into, for our view
My Documents – this folder is for your view ONLY, and is never shared with anyone else

VIsit WBD PNW Center

WealthScape Investor

This online resource provides access to view and manage your Lincoln brokerage and managed accounts.

View account details
eReport address change
Online Bill Pay
retrieve statements and tax documents
eDelivery
download accounts
Export to Quicken, TurboTax, H&R Block & TaxAct

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SEI Account Access

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