EquiNet Equitable Life's advisor site

EZtransact Training and Resources

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Transactions in EZtransact

    
     
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Pre-authorized Debit
Fund Switch
RSP to RIF Conversion
     
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Withdrawal
Dollar Cost Averaging
Transfer from financial institutions
     
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Why use EZtransact?
 		  



  •           • Easy to use
                 Simple, easy to understand interface

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  •           • E-signature process
                 Securely send transactions to the client for
                 their e-signature

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  •           • Real-time error checking
                 Reduce frstration and not in good order follow-ups

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              • Reduce delays
                 Transaction sent directly to Equitable when signatures
                  are complete                                                                                                 

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Want to know more?

    
     
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Check out this video   Read Frequently Asked Questions