Need a quick EZtransact how-to?
Whether you're completing a transaction for the first time or simply need a refresher, getting the guidance you need should be quick and easy. A new series of short EZtransact® training videos is now available. Each video walks through a single transaction from start to finish, providing clear, step-by-step instructions to follow at your own pace.
Learn while you work
All videos are available on the EZtransact training and resources page on EquiNet, so help is there when completing transactions. You can easily access the videos when questions arise and get back to serving clients with confidence.
Get up to speed in minutes
Learn while you work
All videos are available on the EZtransact training and resources page on EquiNet
Currently available
• Pre-authorized Debit
• Fund switch
• Withdraw
On the way
• Internal/External transfer
• RRIF conversion
• Asset rebalancing
• Householding
• Death benefit reset