WFG KYC and Trade Ticket documents are now part of EZcomplete
Equitable Life® wants to help you get on with your day. Effective June 11, 2022, WFG’s KYC* and Trade Ticket documents will be integrated into the highly rated EZcomplete® online application tool. This means no more completing these documents separately and uploading them to EZcomplete.
By integrating the KYC and Trade Ticket with EZcomplete:
these documents will automatically populate with information collected in the EZcomplete process,
necessary signatures will be captured, and
these documents will be sent to WFG’s back office on your behalf.
Once the application has been submitted, signed documents will be available for advisors, clients, and joint clients to download. It is that easy.