We are thrilled to announce a new feature that will make your work easier and more efficient. What’s new this quarter?  The External Transfer function was introduced to Equitable’s EZtransact® on May 14. Benefits of this enhancement:                                                                                                                                                                           This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease. External Transfer Functionality: •  You can digitally request a transfer of funds from other institutions to Equitable. •  Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it. •  Both full and partial transfer requests are available. •  It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts. If you have any questions, reach out to your Director, Investment Sales. When we work together, success is mutual. Date posted: July 3, 2025