Exciting update: External transfer now available on EZtransact!

Exciting update: External transfer now available on EZtransact!
We are thrilled to announce a new feature that will make your work easier and more efficient.

What’s new this quarter? 
The External Transfer function was introduced to Equitable’s EZtransact® on May 14.


Benefits of this enhancement:                                                                                                                                                                          
This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.


External Transfer Functionality:

•  You can digitally request a transfer of funds from other institutions to Equitable.
•  Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
•  Both full and partial transfer requests are available.
•  It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
If you have any questions, reach out to your Director, Investment Sales.

When we work together, success is mutual.

Date posted: July 3, 2025