More time to complete and view applications on EZcomplete
You asked for more time, we listened!
Effective January 14, 2023, you will have more time to complete and view in-flight and completed applications on the EZcomplete® dashboard.
You will now have,
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There are no changes to EZcomplete’s Sandbox. Applications in the Practice Site will continue to be deleted after 10 calendar days.
Take me to the Sandbox |
Take me to EZcomplete |
Play around in the Sandbox with a demo client account. |
Submit your applications today. |
If you have any questions, contact your Regional Investment Sales Manager or Advisor Services Team Monday to Friday, 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427, or email savingsretirement@equitable.ca.
*Insurance applications currently offer 30 calendar days
** In-flight applications created prior to January 14, 2023, will maintain the existing 10-day submission timeline.
® denote a trademark of The Equitable Life Insurance Company of Canada.
Posted: January 14, 2023