WFG KYC and Trade Ticket documents are now part of EZcomplete
![WFG KYC and Trade Ticket documents are now part of EZcomplete](/advisor/getattachment/aab9e89c-ab83-4fe8-91e5-3746b828aa44/400x400.png)
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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:
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these documents will automatically populate with information collected in the EZcomplete process,
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necessary signatures will be captured, and
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these documents will be sent to WFG’s back office on your behalf.