Site Search
1362 results for if
-
Easier than ever with Equitable and EZtransact
Equitable® keeps improving our digital self-serve tool, EZtransact®. Our latest enhancements make it easier than ever to do business with us.
What's new?
Dollar cost averaging transaction- Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
- When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
- If a client has an active request, you can change the amount, frequency, date, and funds.
- After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
Other recent enhancements include:- Segregated fund withdrawals and fund transfers
- New dashboard for client search, transaction management enhancements and signing process improvements
Date posted: December 11, 2024 - [pdf] Meeting the needs of a developing business - with key person insurance
- [pdf] Give the Gift of Insurability
- [pdf] Preferred Estate Transfer using Equimax
- [pdf] Preferred Retirement Solution using Equimax
- [pdf] Navigating EZstart
- About
- Equitable and Cloud DX
- Contracts & Information Folders
- [pdf] Preferred Estate Transfer - Preferred Retirement Solution