EQIS Capital Management, Inc. (“EQIS”), is an SEC registered investment adviser located in San Rafael, CA. Additional information about EQIS is also available on the SEC’s website at www.adviserinfo.sec.gov. EQIS may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to EQIS’s investment advisory services. Accordingly, EQIS does not, and will not, effect or attempt to effect transactions in securities, or render personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by an EQIS representative or authorized Financial Advisor who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides. EQIS is pleased to provide clients, Financial Advisors, and partner Financial Advisory Firms (“Users”) with access to its platform via the internet to view EQIS accounts. To request more information about any area of EQIS’s website, please contact your Financial Advisor or contact EQIS directly.


Electronic Access Agreement

EQIS provides electronic access to client account information and reporting through its website. EQIS may add, change or remove information or services at any time without notice.

Any information provided through this public website is the property of EQIS or the property of others who allow EQIS to distribute such content. This information may be downloaded or printed; however, copyright or other notices may not be removed. Information may not be shared, modified or commercially exploited without EQIS’s written consent and may not be used for any unlawful purpose. You must comply with any request to preserve EQIS’s or its providers’ property rights.


Access, Passwords and Security

EQIS will provide Users with a User ID and Password (“access credentials”) to access the platform. Except for an act or omission by EQIS, Users will be responsible for the confidentiality of their access credentials and for any use of them. If access credentials are lost or stolen, please notify EQIS immediately. Users agree to hold EQIS harmless for any damages of any kind resulting from their decision to disclose access credentials to any third party, including, but not limited to, entities that aggregate account information or website content, or persons who are or claim to be acting as an agent, proxy or advisor. If EQIS is informed or has reason to believe that the security of access credentials may be or have been compromised, EQIS has the right to terminate use of the platform. Users are responsible for all activity conducted through and under their access credentials, and any instructions so received by EQIS will be deemed to have been received from the User. Users are responsible for the equipment required to use these services, and for all fees and charges incurred in accessing them. Users will use the level of encryption security required by EQIS. EQIS will use reasonable precautions to maintain the confidentiality of information that Users receive or provide; but there is no assurance that any internet communication will remain confidential.


Potential Disruption of Service

Access to this website may from time to time be unavailable, delayed, limited or slowed due to, among other things: hardware failure, including among other things, failures of computers (including the User’s own computer), servers, networks, telecommunication lines and connections, and other electronic and mechanical equipment; software failure, including among other things, bugs, errors, viruses, configuration problems, incompatibility of systems, utilities or applications, the operation of firewalls or screening programs, unreadable codes, or irregularities within particular documents or other content; overload of system capacities; damage caused by severe weather, earthquakes, wars, insurrection, riots, civil commotion, catastrophe, accident, fire, water damage, explosion, mechanical breakdown or natural disasters; interruption (whether partial or total) of power supplies or other utility of service; strike or other stoppage (whether partial or total) of labor; governmental or regulatory restrictions, exchange rulings, court or tribunal orders or other human intervention; or any other cause (whether similar or dissimilar to any of the foregoing) whatsoever beyond the control of EQIS.


Social Media Use

Read EQIS’s Social Media Use and Guidelines here.



This website, including all materials, is copyrighted and protected by worldwide copyright, trademark and intellectual property laws and treaty provisions. Users agree to comply with all such laws worldwide in use of this website and to prevent any unauthorized copying of the materials. Except as expressly provided herein, EQIS does not grant any express or implied right to Users under any patents, trademarks, copyrights or trade secret information. EQIS, “Invest Well. Sleep Well.” and “Reinventing Wealth Management” are registered and unregistered service marks/trademarks of EQIS or its affiliates.


External Links to The Website

EQIS consents to unaffiliated third parties creating links to this website, subject to the following conditions: (i) the link is a text-only link containing only the name "EQIS," (ii) the link "points" only to EQIS.com and not to deeper pages: (iii) the link, when activated by a user, displays the linked page full-screen in a fully operable and navigable browser window and not within a "frame" on the linked website; and (iv) the appearance, position and other aspects of the link may neither create the false appearance that an entity or its activities or products are associated with or sponsored by EQIS nor be such as to damage or dilute the goodwill associated with the name and service marks/trademarks of EQIS or its affiliates. All other links to the website must be approved in writing by EQIS. EQIS reserves the right to revoke this consent to link at any time in its sole discretion.



The accuracy of information available through EQIS’s website and account values may be delayed and may not reflect current values. EQIS may discontinue any part of its online service. If at any time Users are unable to access their information through EQIS’s website, they can obtain it through their Financial Advisor or through the custodian. EQIS will not be liable for damage to Users’ equipment or software. Third Party Information and Software: EQIS assumes no liability for any website, software or hardware not under its control, even if linked through EQIS’s website. EQIS is not liable for losses resulting from causes beyond its control. This includes natural disasters, war, terrorism, failures of equipment or communications, problems with hardware or software, etc. All information and services are provided as is. There are no warranties except as required by law. EQIS is not liable for any damages resulting from the use of its service or for User errors. EQIS may change these Terms of Use at any time. Posting notice to EQIS’s website constitutes notification. Continued use of these services constitutes acceptance of all revised Terms of Use and agreements. Official and legally required monthly statements and tax documentation can be accessed through the custodian.