Broker Check

eQuipt Client Portal

Logging into eQuipt will grant you access to your Brokerage and/or WMP accounts and all firm documents.

How to go Paperless

Instructions for a Client to go “Paperless” via eQuipt

  1. Log into
  2. If this is your first time logging in, you will need to answer a few security questions to further protect information.
  3. Click on the “go paperless” icon at the top right portion of the page.
  4. Ensure the accurate email address is listed for e-delivery (add and save the correct one if not). Then choose the “Quick Enrollment (for all accounts)” or the “Edit” link beside E-Delivery Preferences.
  5. Check the box for both Statements and Reports and Trade Confirmations, then click the “Save” button. (To get paper again, simply uncheck the box for Statements and again click “Save”)
  6. Review the Electronic Notification Agreement, and then scroll to the bottom of the agreement and click the “I Accept” button.
  7. You will receive an on-screen confirmation that the changes to your Document Delivery Preferences have been updated successfully. You are now setup to receive Trade Confirmations, Statement, and Reports via e-mail.

PLEASE NOTE: The link(s) provided is strictly a courtesy. When you link to any of the websites provided here, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.  Nor are we liable for any technical or system issues or any consequences arising out of your access to or your use of information and programs made available through this website.