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Sign Up to View Your Accounts Online

Sign Up to View Your Accounts Online

February 02, 2022

In order to access your investment accounts on Royal Alliance’s  eQuipt Client Portal, you must first enroll by setting up your username and password and agreeing to the Terms and Conditions. If you receive a link to eQuipt Client Portal as part of the account-opening process (such as e-signing documents), click that link to begin theenrollment process. If you are setting up your eQuipt Client Portal access after your account(s) are already opened (which is likely), then:


  1. Navigate to (Aaron’s new Web Site.) Then click on the orange Client Login button located on the top right of the homepage. Then click the Sign Up link.


  1. On the next page, input your name, email address, mobile phone number, and one of your Royal Alliance Account Numbers (if you have multiple accounts, only one account number is needed here for verification). Mark the checkbox to indicate agreement with the Terms and Conditions and to    consent to receive accountcommunications Click Next to continue. You should find your account number(s) on account opening letters or emails sent to you by Royal Alliance.


  1. On the next page, input your Date of Birth, Last 4 digits of your SSN, and your Zip Code (this must match the information on file for the account). Click Next to


  1. On the next page, input your desired password into the Create Password and Confirm Password The Username will default to the email address you provided on the first step but can be changed if desired (as long as no other users have already registered using that same Username). Click Next to complete theenrollment process.


  1. Remember to add to your browser’s Favorites list.


  1. You can also download the eQuipt phone app from the App Store to view your accounts on your Android or iPhone.


  1. I believe you will find the online eQuipt portal very useful as it offers multiple formats for viewing your account(s) and the ability to select which documents you would like to receive digitally.


  1. You will also find many financial resources in the Resource Center at


  1. Please call or email Eilanie or me with questions at 347-443-0694 ( or 917-715-2233 (