EQ Wealth Advisors

Features EQ Wealth Advisors

Easily access all your financial data through your tablet or mobile device.
The EQ Wealth Advisors app enables authorized users to access their portfolio and communicate with their advisor all in one place.
With the EQ Wealth app, you can:Send messages to your EQ Wealth advisorUpdate important informationCheck the progress of your goalsView your portfolio performanceAccess your financial data 24/7Our mission is to bridge the gap between your financial expectations and outcomes, and that begins with understanding where you are and where you want to be.
With our easy-to-use interface, you can view your financial data and track your goals anytime—making it simple to get one step closer to where you want to be. Disclaimer: You must be a client of EQ Wealth Advisors in order to have access to the EQ Wealth Advisors Mobile Application.
Your advisor or an EQ representative will reach out to you with credentials for proper access.