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

See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.

Date posted: December 11, 2024