Welcome to EquiNet

Equitable's secure site for our Advisors

Welcome to EquiNet

Equitable's secure site for our Advisors

What's New

Individual Insurance


Canada Post Labour Strike: What you need to know
Canada Post Labour Strike: What you need to know
No postal service? No worries. Equitable® has electronic options that make doing business with us easy and seamless and will help to prevent delays in the event of a postal strike. Online tools for advisors through EquiNet® (Login to EquiNet to access): ● Use EZcomplete®to submit your savings & retirement and individual life and critical illness insurance applications electronically. ● Use Policy/New Business Inquiry and EZtransact™ to keep your business running. You will continue to receive your online correspondence so that you can keep clients up to date with lapses or premiums due. ● Use   EZ Upload to submit scanned applications though a secure online connection. Easily upload applications and related documents, all at the click of a button. EZ Upload saves you time and courier costs and can be used for your life insurance, critical illness and savings and retirement business. Online tools for clients: ● Equitable Client Access® By setting up an account, clients can access their investment and insurance policy information, statements, letters, and payment details, whenever it’s convenient for them. Encourage them to sign up now! ●Online banking: Clients can make deposits to their Equitable savings policies, or make annual premium payments to their insurance policies through online banking. It’s fast and easy … and there’s no need for you to pick-up or deliver a cheque. ● Direct deposit withdrawals: Requests for cash withdrawals can be sent directly to clients’ bank accounts provided we have their banking information on file. ● Courier service: Contracts will continue to be sent via courier. Policy Disbursement cheques, cancellation letters, decline letters or cheques and other urgent correspondence will be couriered to the servicing MGA office for delivery/pickup. All other non-urgent correspondence will be held at Head Office. Equitable works for you to make it business as usual! Date posted: May 21, 2025
1 minute read
More Insurance News

Savings & Retirement


New secure encryption process for outstanding Equitable S&R business requirements
New secure encryption process for outstanding Equitable S&R business requirements
The Equitable® Savings and Retirement Operations team is improving how they send secure email messages to advisors. These emails are sent when there are outstanding requirements for an application or missing information for requests. Previously, advisors had to manually password protect or unlock PDF documents. This caused delays and difficulties for recipients. The new encryption process will remove that confusion and make it easier for advisors to send and receive secure, encrypted messages. Advisors will now receive secure, encrypted emails from the QA annuity operations mailbox. These emails will use an encrypt option to protect personal client information, such as attachments or requests for personal documents. Recipients will get an email with a subject line saying they have a secure private message. They will need to sign in to view the message or choose to get a one-time passcode (OTP). Please ensure to check the SPAM folder for the OTP option as it will expire in 15 minutes. Enter the OTP in the secure message portal. Emails are sent in both English and French, with automatic translation based on browser settings. Recipients must click the view button to access the message in the secure web portal where they can see the encrypted attachment. Make sure to click Reply in the top right corner of the encrypted message to keep communications within the secure portal. For more information or assistance, please contact your Director, Investment Sales. Date posted: May 22, 2025
1 minute read
More Savings & Retirement News

Who we are

The power of together

At Equitable, we believe in the power of working together. It's a mindset that drives our behaviours, decisions, and actions to deliver impact and positive outcomes for our clients, advisors, partners, each other, and the communities we cherish.