Do you have clients considering a First Home Savings Account in 2024?

We want to help clients save money for their first home. A First Home Savings Account (FHSA) is a registered plan allowing prospective first-time homebuyers to save for their first home tax-free up to $8,000 a year or a lifetime contribution limit of $40,000.

With the Equitable^® FHSA, they can put their money to work right away. Available on Pivotal Select™ Investment Class (75/75) and Pivotal Select Estate Class (75/100) and Daily/Guaranteed Interest Account (DIA/GIA), Equitable offers clients an array of investment products to suit their individual needs and risk tolerance.

Do not wait. Get clients started today!

To open a FHSA or DIA/GIA for clients, log in to EZcomplete^®, our highly rated online application tool. It is easy to use, convenient, and fast.  

For more information on FHSA or DIA/GIA, including a FAQ and client materials, visit EquiNet^® or contact your Director, Investment Sales.   

Date posted: October 16, 2024