Eqis Login

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Mar 26, 22 (Updated: Sep 17, 22)

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1. Folioinvesting.com
Curious Leuven, Belgium 2 years ago

FOLIO Advisor

https://www.folioinvesting.com/eqis

FOLIOAdvisor Eqis Login. Username: Password: Reset Password? Remember Me. Company. About Us · Careers · Contact Us. Legal.

Social Handles

Page Status Information

Checked At HTTP Status Code Connect Time (ms) Result
2024-03-27 14:16:29 200 0 Page Active
2024-03-25 14:08:46 200 0 Page Active
2024-03-15 16:53:14 200 0 Page Active
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1
2. Folioclient.com
Guru United Kingdom 2 years ago

Folio Client

https://www.folioclient.com/

Folio Client puts your account information at your fingertips. Your direct client log in is just one part of a suite of innovative online services available to ...

2
0
3. Eqis.com
Teacher Piracicaba, Brazil 2 years ago

EQIS Blog

https://blog.eqis.com/

Advisory services offered through EQIS Capital Management, Inc. ("EQIS"), a registered investment adviser. This website is for investment professionals only. It ...

3
0
Informed Gold Coast QLD, Australia 2 years ago

Log in | Eqis Advisor

https://help.eqis.com/Account/Login?ReturnUrl=%2FTickets%2FGetAssetAss...

Eqis Advisor. English. SSO Sign In · Submit a Request · Home Sign In. Sign in to Eqis Advisor. Support Policy. We are here to help you so please don't ...

1
1
4. Myequisfinancial.com
Disciplined Sarasota, FL, United States 2 years ago

Equis Financial Agent Dashboard

https://myequisfinancial.com/

Logo. Username. Password. Forgot password. Login.

3
1
5. Thewealthmosaic.com
Reviewer Pimpri Chinchwad, India 1 year ago

EQIS - The Wealth Mosaic

https://www.thewealthmosaic.com/vendors/eqis/

Connect with EQIS. Business introduction. EQIS is a turnkey advisor platform offering a complete portfolio management solution, comprehensive outsourcing of ...

4
0
6. Wealthcareonline.com
Guru Orlando, FL 1 year ago

Client Login | Wealthcare Services

https://www.wealthcareonline.com/client-login

Log into your NetXInvestor, Cambridge, Jackson, or EQIS accounts from Wealthcare Services.

2
1
7. Smartadvisormatch.com
Refiner Pune, Maharashtra, India 1 year ago

Eqis Capital Management - SmartAdvisor Match

https://smartadvisormatch.com/advisor-firm-network/north-carolina/eqis...

Eqis Capital Management operates as a financial advisory company based in San Rafael, California. The firm administers $1.8 billion in assets across 16829 ...

6
1
8. Patadvisors.com
Refiner Sharjah - United Arab Emirates 1 year ago

Links to Secure Login Sites - Patriot Asset Advisors - Certified ...

https://patadvisors.com/links-to-secure-login-sites

Links to Secure Login Sites. Click to login to American Funds' Secure Client Site · Click to login to EQIS's Secure Client Site.

4
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9. Usnews.com
Legendary Palestine 1 year ago

Eqis Capital Management - Advisors - US News Money

https://money.usnews.com/financial-advisors/firm/eqis-capital-manageme...

What should I know about this firm? Eqis Capital Management is a national financial advisory firm headquartered in San Rafael, CA. The firm has $1.7 billion ...

5
1
10. Crunchbase.com
Reviewer Pittsburgh, PA, United States 1 year ago

EQIS - Crunchbase Company Profile & Funding

https://www.crunchbase.com/organization/eqis

EQIS provides a comprehensive asset management platform that delivers ... View contacts for EQIS to access new leads and connect with decision-makers.

6
1
11. Dosm.gov.my
Organizer Columbus, Ohio, United States 1 year ago

Login - Department of Statistics Malaysia Official Portal

https://www.dosm.gov.my/v1/index.php?r=column2/login

How do you know about us? Census or Survey Internet Need to know basis (for research / study) Newspaper

5
1
12. Pitchbook.com
Scholar Hyderabad, Telangana, India 1 year ago

Eqis Capital Management Company Profile: Funding & Investors

https://pitchbook.com/profiles/company/153865-45

Information on valuation, funding, acquisitions, investors, and executives for Eqis Capital Management. Use the PitchBook Platform to explore the full ...

2
1
13. Hubspotusercontent40.net
Reviewer San Francisco, CA 1 year ago

Client Onboarding Guide

https://f.hubspotusercontent40.net/hubfs/7125947/Operational%20Pieces/...

Log into your account at www.eqis.com. Your username is USERNAME and your password is eqis*XXXX#. Upon your first login to EQIS, you will be prompted to ...

2
1
14. Easychange.cz
Guru Mountain View, CA, United States 1 year ago

Login - EasyChange

https://ectrade.easychange.cz/en/login/1023.html

Copy 2021 EasyChange s.r.o.. Powered by EQIS. EasyChange, s.r.o.. Jungmannova ul. 747/28, 110 00, Prague 1, Czechia. info@ ...

2
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15. Parker-financial.net
Teacher Lausanne, Switzerland 1 year ago

Investor Login | Parker Financial LLC

https://parker-financial.net/investor-login.php

For clients with assets custodied at FolioFN using Eqis Capital, please click here to login: www.eqislogin.com. For clients with assets custodied at ...

3
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16. Toyota-asia.com
Legendary Silicon Valley 1 year ago

Security Center - Login

https://sc2.tmap-em.toyota-asia.com/

(For Local / Regional / Global Applications) IT Helpdesk Toyota Line: 02-790-7799. TGN Line: 8+9559-2500. Backup Line: +66 2685 3077 ext.800

5
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17. Newportwealthadvisors.com
Disciplined United Kingdom 1 year ago

Menu - Newport Wealth Advisors

https://newportwealthadvisors.com/client-login/

... of all your accounts in one place, you can login to the following link. ... You can view a more detailed report of your assets held at Eqis Wealth ...

4
1
18. Kramerinvest.com
Refiner 1 year ago

The EQIS Advantage | Kramer Investment Advisors, Inc.

https://www.kramerinvest.com/eqis-advantage

EQIS is an investing platform that allows investors with as little as $25,000 to get the same advantages that ultra high net worth investors have enjoyed ...

1
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19. Ampliz.com
Explainer Alajuela, Costa Rica 1 year ago

EQIS Capital Management, Inc. - Overview, Competitors, And ...

https://www.ampliz.com/company/eqis-capital-management-inc/82175851

EQIS Capital Management, Inc.`s Overview, Revenue, Employee Size, Location For Free. Find Key Decision Makers Of EQIS Capital Management, Inc. Email, Phone, ...

2
0

If you know a webpage link that work for the reported issue. Consider sharing with the community by adding in the above list. After verification of provided information, it would be get listed on this web page.

Frequently Asked Questions

What is Folio Goldman Sachs?

NEW YORK, September 18, 2020 — Today Goldman Sachs (NYSE:GS) will successfully complete its purchase of Folio Financial, Inc., an execution, clearing and custody platform that serves independent Registered Investment Advisors (“RIAs”) across the wealth spectrum.

What is Folio com?

Folio has been an innovator since 2000, with 20 issued patents and more to come. We pioneered online account opening when others still insisted on paper. We were the first to use fractional shares in portfolio trading, and the first to allow dollar-based investing in stocks.

What is a Folio account?

In mutual funds, a folio number is a unique number identifying your account with the fund. Like a bank account number, the folio number can be used as a way to uniquely identify fund investors.

Recent Tweets By folioinvesting

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@FolioInvesting @AlexisRoucourt Please send us a DM so we can gather more information. Thanks!
2020-11-09 00:00:00
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@FolioInvesting We are pleased to announce that The Goldman Sachs Group, Inc. is set to successfully complete its acquisition of Folio Financial, Inc. today. https://t.co/JnLR3XxPez
2020-09-18 00:00:00
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@FolioInvesting @KerryFitz Hi Kerry - we just replied in your DM. Thanks!
2020-09-11 00:00:00
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@FolioInvesting @KerryFitz Hi Kerry - please send us a DM and we will be able to assist you.
2020-09-10 00:00:00
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@FolioInvesting @AndrewStartups @RobinhoodApp @MotifInvesting @AskRobinhood Hi there - please contact our client service reps and they will be able to assist you. 1-888-973-7890
2020-09-01 00:00:00
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@FolioInvesting @AmossPenny Hi There - sorry to hear you are having an issue with your account. Please take a look at our FAQ page for Motif clients and see if that can help. If not - please send me a DM so I can assist you further. https://t.co/qACH7TDdzY
2020-08-03 00:00:00
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@FolioInvesting @seth_keida @VerdeBeans Hi There - please send us a DM so we can investigate your issue. Thanks!
2020-07-10 00:00:00
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@FolioInvesting @jeanie531 Hi Jeanie - we are messaging you through DM to help you with your issue.
2020-07-09 00:00:00
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@FolioInvesting @jeanie531 Hi There - please send us a DM so we can assist you.
2020-07-09 00:00:00
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@FolioInvesting @ClosetDyslexic 1 (888) 973-7890 or send us a DM and we can help help you out.
2020-07-07 00:00:00
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@FolioInvesting @CatsANDLeggings @2TeachTravel Please head to our FAQ page where most of your questions can be answered. https://t.co/qACH7TDdzY please reach out if you need more assistance, we would be happy to help!
2020-07-07 00:00:00
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@FolioInvesting @VerdeBeans @seth_keida Once you have your username, you may create a password. Please visit the Folio Investing Log In page, select Forgot Password, and follow the on-screen instructions. 2/2
2020-07-07 00:00:00
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@FolioInvesting @VerdeBeans @seth_keida Go to the Folio Investing Log In page, select Forgot Username, and follow the on-screen instructions. You will receive an email with your username*. Please check your spam folder and other email accounts to which you have access. 1/2
2020-07-07 00:00:00
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@FolioInvesting @VerdeBeans @seth_keida Hi There - if you can not login please head over to our welcome site https://t.co/yL3GG4D5wB - it will walk you through obtaining your username and password.
2020-07-07 00:00:00
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@FolioInvesting @CatsANDLeggings Hi there - we are sorry you are having issues with your account. Please send us a DM and we would be happy to help you.
2020-07-07 00:00:00
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@FolioInvesting @seth_keida Hi There - please send us a DM so we can help you out. Thanks!
2020-07-01 00:00:00
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@FolioInvesting @VerdeBeans Hi there - To close your account, please Log In to your Folio Investing account and click Settings in the right column. Scroll down to the account and click Close My Account and follow the on-screen instructions. Note, tax consequences may apply.
2020-07-01 00:00:00
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@FolioInvesting @JenNash @10kdragon @GoldmanSachs Hi Jen - we contacted you via DM on June 8th to collect your information to have someone contact you but we did not hear back until yesterday. We are so glad you were able to get through and get your issue sorted.
2020-06-24 12:58:12
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@FolioInvesting @JenNash Please know that our Client Service Team is working as quickly as possible to get all former Motif clients comfortable with their account’s new home. https://t.co/yL3GG4D5wB
2020-06-24 12:56:44
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@FolioInvesting @JenNash and then Motif’s closure of its website and customer service shortly afterwards. Our Motif Welcome page and FAQs will answer most of your questions.
2020-06-24 12:56:15
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@FolioInvesting @JenNash We apologize for the delay. We are experiencing higher than expected call and email volumes from former Motif clients who have questions or other requests stemming, in part, from Motif’s notification that it was ceasing operations and transferring their accounts to Folio
2020-06-24 12:56:09
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@FolioInvesting @JenNash @MotifInvesting Folio Investments, Inc. has been in business for 20 years. It is a registered broker-dealer and a member of FINRA and SIPC. As you mentioned in your DM - you were able to sort everything out which is great!
2020-06-24 12:54:57
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@FolioInvesting @2TeachTravel and transferring their accounts to Folio and then Motif’s closure of its website and customer service shortly afterwards. Please know that our Client Service Team is working as quickly as possible to get all former Motif clients comfortable with their account’s new home.
2020-06-24 00:00:00
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@FolioInvesting @2TeachTravel We apologize for the delay. We are experiencing higher than expected call and email volumes from former Motif clients who have questions or other requests stemming, in part, from Motif’s notification that it was ceasing operations
2020-06-24 00:00:00
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@FolioInvesting @2TeachTravel In the meantime - please send us a DM and we can gather your info and have someone reach out.
2020-06-24 00:00:00
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@FolioInvesting @SalCovarrubias Hi Sal - if you would like to discuss your issue further -please send us a DM.
2020-06-18 01:54:55
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@FolioInvesting @10kdragon @GoldmanSachs Please know that our Client Service Team is working as quickly as possible to get all former Motif clients comfortable with their account’s new home.
2020-06-15 12:56:05
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@FolioInvesting @10kdragon @GoldmanSachs and the May 21, 2020 account transfer to Folio. Additionally, Motif shut down its website and eliminated its customer service shortly after the transfer of accounts. Our Motif Welcome page and FAQs will answer most of your questions. https://t.co/yL3GG4D5wB
2020-06-15 12:55:42
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@FolioInvesting @10kdragon @GoldmanSachs We apologize for the delay. We’re experiencing an unusually high number of phone calls and emails from former Motif clients stemming, in part, from the short period between Motif’s April 17, 2020 notification to its clients that it was ceasing operations
2020-06-15 12:55:04
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@FolioInvesting @SalCovarrubias Online: Go to Pershing’s website https://t.co/8f0JxiyTU7. Log in with the Financial Org # RBW and your Motif User ID and Password. Phone: 201-761-5499. You will be asked to leave a voice message. Turnaround time is 24-72 hours, depending on call volume.
2020-06-15 12:53:19
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@FolioInvesting @SalCovarrubias There are a few Motif documents that you will not find on your Folio Investing account such as your 2019 IRA Form 1099, monthly statements or trade confirmations. You may request this information from Motif’s custodian, Pershing LLC, in the following ways:
2020-06-15 12:53:05
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@FolioInvesting @exuberantfool Hi there - please send us a DM so we can look into this.
2020-06-12 08:22:39
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@FolioInvesting @ap_younglion @MotifInvesting Hi There - can you please send us a DM so we can look into your issues?
2020-06-11 05:53:33
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@FolioInvesting @LuaPaul5 @MotifInvesting Hi there - please send us a DM so we can see what the issue is.
2020-06-09 02:29:21
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@FolioInvesting @tmric @AlexisRoucourt @CFPB @MotifInvesting Hi There - please send us a dm and we will assist you.
2020-06-08 12:39:24
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@FolioInvesting We understand some of you are disappointed with Motif’s decision to cease operations. Our Client Service Team greatly appreciates your patience as they offer support as quickly as possible to the numerous inquiries received over the past 2 weeks. https://t.co/yL3GG4D5wB https://t.co/2Z4hjmiSqR
2020-06-08 08:22:36
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@FolioInvesting UPDATE: Motif’s former custodian, Pershing, recently sent paper statements to the former Motif clients. This document reflects final account activity upon your account's transfer to Folio. There is no action required by you. https://t.co/yL3GG4D5wB https://t.co/JKBEVTN87d
2020-06-08 08:21:53
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@FolioInvesting @JenNash @MotifInvesting Hi There - we have sent you a DM.
2020-06-08 06:44:11
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@FolioInvesting @AlexisRoucourt @CFPB @MotifInvesting If your account is restricted - it is probable that you have a joint account. https://t.co/qACH7TDdzY Please take a look at our FAQ's on how to proceed.
2020-06-04 10:06:44
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@FolioInvesting @AlexisRoucourt @CFPB @MotifInvesting Hi Alexis - please send us a DM so we can learn more about your issue.
2020-06-04 06:18:44
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Overview
Contributors
22
Reactions
99
Views
491
Updated
1 year ago
Contributors
Guru
United Kingdom
Level 8
Teacher
Piracicaba, Brazil
Level 6
Informed
Gold Coast QLD, Australia
Level 8
Disciplined
Sarasota, FL, United States
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Reviewer
Pimpri Chinchwad, India
Level 9
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