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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
Investment loans
Investment loans
EZ Upload
EZ Upload
[pdf] Equitable GIF Registered Application

Two options for supporting plan members during the pandemic

We know these are difficult times. In addition to concerns about their health and the health of their family, working Canadians are worried about their jobs and their finances. Fortunately, through our partnership with Homewood Health^®, we have two options for employers to support their employees through this crisis.

Below is an overview to refer to when you're meeting with your clients. Or you can download this PDF version.

Homewood Online (Homeweb)

All Equitable Life^® clients and their plan members have access to Homeweb, a personalized online mental health and wellness portal. Accessible via the web or mobile app, Homeweb includes an online library of interactive tools, assessments, e-courses and resources to support plan members through the pandemic.

Homewood Health Employee and Family Assistance Program (EFAP)

Employers can provide additional support by adding the Homewood Health EFAP. In addition to full access to Homeweb, it offers confidential short-term counselling through a national network of mental health professionals, plus other resources and tools.

To make it easier to understand the options, here’s a detailed summary of what’s included with each:

Service	Description	Homeweb	EFAP
Homeweb.ca	A secure and personalized online portal that includes hundreds of articles and resources, including e-books, toolkits, self-assessments, podcasts and more.
Homeweb Mobile App	One of Canada’s newest EFAP mobile apps that allows users to access every one of Homewood’s online tools and resources wherever they are.
i-Volve Cognitive Behavioural Therapy Tool	An online self-directed treatment tool that helps coach plan members to identify, challenge and overcome anxious thoughts, behaviours and emotions.
Online Health Risk Assessment	An online tool that helps plan members identify and address their health and wellness risks and barriers.
Short-Term Counselling	Short-term counselling provided face-to-face, by phone, email, chat or video through a national network of counsellors and clinical professionals.
Life Smart Coaching	A suite of telephonic and online services including coaching and resources to help employees manage their life balance, finances, health and career.	Online resources only.
Trauma response	Prompt, compassionate and effective response to traumatic events, consisting of one three-hour block with one counsellor at one location per year.
Legal Resources	One-on-one consultation with a lawyer for guidance on issues such as family law, civil litigation, real estate and immigration.	Online resources only.
Key Person Advice Line (KPAL)	Designed for HR, managers and supervisors, this service provides Online Management Resources and Workplace Situation Professional Support.
Resource Locator	Online childcare and eldercare resources locators.

For more information, please contact your Group Account Executive or myFlex Sales Manager.

[pdf] Equitable Guaranteed Investment Funds Understanding sales charge options
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