Broker Check


Our Strategic Partnership With Osaic

At Kalyx Capital Management, we are committed to providing you with the best possible financial services. That's why we have partnered with Osaic, a leading broker-dealer, to manage and support your investments. Osaic offers a robust and secure platform that supports a wide range of financial services, ensuring that your investments and personal information are managed with the highest level of security and efficiency. This allows us to focus on delivering exceptional financial guidance while leveraging Osaic's technology.

What You Need to Know:

When you log in to view your accounts, you will be directed through Osaic's platform. While the Kalyx name will no longer be visible in the login process or account views, rest assured that you are still working with us. Osaic is designed to provide you with a secure and streamlined experience.

Client Login - eQuipt

Client Login - eQuipt

Use your eQuipt client portal login credentials to access your documents and review account activity.

Login Here
Client Login - Osaic OneView 

Client Login - Osaic OneView 

Use your Osaic OneView login credentials to view your investments. 

Login Here

Learn More about Osaic

eQuipt Client Portal Guide

The eQuipt Client Portal Guide provides comprehensive, step-by-step instructions for setting up your eQuipt account and navigating the portal with ease.

View the Guide ⇨

Osaic FAQs

Still curious about Osaic? Explore Osaic's FAQ packet to discover its history and understand why we chose to partner with them.

View Osaic FAQs ⇨