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
Use your eQuipt client portal login credentials to access your documents and review account activity.
Client Login - Osaic OneView
Use your Osaic OneView login credentials to view your investments.

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