Streamline your transactions with EZtransact
Skip the forms and submit more transactions digitally with EZtransact® to see how Equitable® has continued to make it easier for you to do business with us.
What’s new with these updates?
One-time PAD functionality for Daily/Guaranteed Interest Account
With the recent addition of DIA/GIA PAD to EZcomplete, you can now utilize EZtransact for one-time pre-authorized debits. This means faster processing with one-time deposits for investment instructions to either a DIA and/or GIA (multiple terms) with end-of-term instructions.
Key benefits of these enhancements include:
• enhanced rate guarantees to secure the best rates available for clients,
• daily updated interest rate guide informs you of the latest rates,
• interest rate guarantee valid for three business days, for direct deposits from clients.
Be sure to use EZtransact on your next DIA/GIA one-time deposit request to experience these improvements.
Reduce RSP to RIF conversion time
Reduce time and effort submitting Retirement Savings Plan (RSP) to Retirement Income Fund (RIF) conversion requests. EZtransact is continuing to reduce the amount of time it takes advisors to submit conversion requests.
Features include:
• RSP/Spousal RSP to RIF Conversion to effortlessly submit request digitally.
• RIF Calculator to easily calculate your conversions.
Save time with our enhanced digital experience.
Sort & Filter Enhancements
We’ve taken your feedback and made it easier than ever to find the contracts and clients you’re searching for. This improved advisor experience ensures you can:
• Filter “My Clients” By Product Type/ Registration Type
• Sort “My Clients” By Contract Number/ Client Name
• Filter “Transactions” By Transactions Status/ Transaction Type
• Sort “Transactions” By Date
You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual.
Get to know EZtransact and accelerate your sales! If you have any questions, please contact your Director, Investment Sales.
Date posted: April 3, 2025