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1. Anytime. Anywhere! Equitable Client Access
   At Equitable Life®, we know that managing your clients’ requests can keep you busy. We also know providing the opportunity for your clients to self-serve can allow you to focus on their future. That’s why our online client site, Equitable Client Access ensures your clients have all the information about their individual investment and insurance policy information that they need, right at their fingertips.
    
   Our secure client site gives your clients access to:
    
   • Tax Slips *NEW*
   • Coverage and guarantees
   • Investment allocation, performance, and market values
   • Pre-authorized payment information
   • Transaction history
   • Beneficiary information
   • Statements and letters
   • Advisor’s contact information
   • Banking or payment information  

   
   Sign up by December 31, 2021.
   
   Encourage your clients to login or register today!   
   client.equitable.ca

    
   If you have any questions about Equitable Client Access, we are here to help. Contact us Monday to Friday from 8:30 a.m. to 7:30 p.m. at 1.866.884.7427.
   
   ® and ^TM denote trademarks of The Equitable Life Insurance Company of Canada
2. Application cloning option now available on EZcomplete As of September 10^th, you will now have the option to clone any Life Insurance and Critical Illness applications that is showing on the EZcomplete dashboard. “Cloning” means the information that has been completed in the existing application is duplicated in a new application.
    
   This feature is meant for situations where multiple applications are being completed and at least one of the parties (the policy owner or insured person) is the same. For example, a single policy owner might own policies on the lives of each of their children. Cloning the application will save re-typing the information about the policy owner into each application.
    
   Please note the following important details regarding cloning:
    
   • Cloning the application will duplicate all information that has been completed in the existing application into the new application.
   • In the family situation described above, the information about the policy owner should be completed in the original application. The application should then be cloned before entering any information about the insured person, as there will be a different insured person for the new application.
   • Cloning applications can be convenient, but it carries risk. It is imperative that the advisor review every section of the new cloned application to ensure that the information is meant to apply to the new application. If an advisor incorrectly includes information about an individual in the new application, this could give risk to a privacy breach or to liability for the advisor if the questions are answered incorrectly for that individual.
   • If the application was submitted and is no longer on the dashboard you will not have the option to clone it.
   • You will not be able to change the product type on a cloned application so if you need to select a different product, you will need to start a new application.
   • Any documents that were attached to the previous application will not be cloned. The documentation will need to be attached again if required.
   • All information from an existing application will be duplicated to the cloned app up to the Signatures step (step 8). Signatures/advisor report will need to be obtained and completed again on the new cloned application.
    
   Resources
   • EZcomplete FAQ
    
   Please contact your Regional Sales Manager for more information
    
3. Individual Wealth Marketing Materials
4. [pdf] Plan Administrator Guide to EZBenefits
5. [pdf] Equitable GIF Advisor FAQ
6. Exciting update: External transfer now available on EZtransact! We are thrilled to announce a new feature that will make your work easier and more efficient.
   
   What’s new this quarter? 
   The External Transfer function was introduced to Equitable’s EZtransact^® on May 14.
   
   Benefits of this enhancement:                                                                                                                                                                          
   This feature is part of our strategic plan to help make transactions smoother for you. It was already available in EZcomplete^®, and now it’s on EZtransact too. This means you won’t have to search for information about the relinquishing institution anymore. You can submit requests with ease.
   
   External Transfer Functionality:
   
   •  You can digitally request a transfer of funds from other institutions to Equitable.
   •  Information about the relinquishing institution will be available on EZtransact, so you don’t have to search for it.
   •  Both full and partial transfer requests are available.
   •  It’s available for registration types that don’t need the RC720/RC721 form and for individual accounts.
   If you have any questions, reach out to your Director, Investment Sales.
   
   When we work together, success is mutual.
   
   Date posted: July 3, 2025 
7. Client Access Info
8. Client Access Outage
9. Client Access Maint
10. [pdf] Sales Illustration System FAQ