EQ Wealth Advisors 與 Alteri Wealth 使用情況與統計

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 advisor Update important information Check the progress of your goals View your portfolio performance Access your financial data 24/7 Our 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.