Need a quick EZtransact how-to?

We've created a new series of short training videos that show you exactly how to complete transactions in EZtransact^®.

Each video covers one transaction from start to finish with clear, step-by-step instructions you can follow at your own pace. No lengthy training sessions. Just quick answers when you need them. 

The videos are available on the EZtransact training and resources page on EquiNet^®, making it easy to access guidance right when you need it.


Videos are currently available for:

• Pre-Authorized Debit

• Fund switch/Dollar-Cost Averaging

• Withdraw

• Internal/External Transfer

• RIF Conversion

• Asset Rebalancing

On the way:

• Householding

• Death benefit reset 

Completing a transaction for the first time or looking for a quick refresher? These bite-sized videos can help you get up-to-speed fast.

Keep an eye out for more videos coming soon.

Check out EZtransact now.