Transactions in EZtransact
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.jpg "FundSwitch300-(1).jpg")
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Pre-authorized debit
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Fund Switch/Dollar Cost Averaging
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Withdraw
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RIF Conversion
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Transfer
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Asset Rebalancing
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Why use EZtransact?
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• 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 frustration 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 |
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Read Frequently Asked Questions |
