JULY 11, 2024

We are aware of interuptions to client account access to the Equipt Portal. Osaic Wealth Inc., our Broker/Dealer is working hard on a new web portal and a NEW EQUIPT which will include advancements in function and continued updates to Security. 

Please search/ watch for emails from Osaic with Equipt in the subject line and look in any spam or trash for previous messages. 

For Users of Old Equipt - until the migration is complete,

1. Please login to the Equipt as you have in the past. Once logged in the initial application,
2. find the Welathscape Tab/Button
3. Establish new login credential to Wealthscape. 
4. Account Access should be available for your Osaic Accounts  -
5. Variable Annuity investments may not reflect within Wealthscape. 

Contact - Customerservice@wenzelfinancial.com or call 651-769-0490 with questions or for assistance. 

After Hours - Call 651-769-0490, follow prompts and select Eric Wenzel - calls are forwarded