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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 -
Simplified Alternative ID Process is Now Available
We have updated form 1710 to help you validate your client’s identification when you are not face-to-face, or if your client does not have one of the primary sources of ID.
Form 1710, Verification of Identity for Policyowner, will simplify the ID collection process currently in place. This form will help you with the validation of ID and provide you with space to record the details. New with this form is the ability to validate your client’s ID over a video call by documenting the details of the ID, and then having your client hold up the document and read the information for you to validate. You no longer need to obtain and submit copies of the identification documents to Equitable.
If your client requests the use of the Alternate ID process for a paper application, you can use this form to satisfy your identification validation requirements.
For more information, please see Section 2 of Form 1710 entitled “Alternate ID”. As well, you can refer to the “how to complete form 1710” Guide for further details.
Additional resources:
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EZcomplete Non-Face-to-Face enhancement
An EZ way to conduct your out-of-town businessYou asked for it, we built it: a solution for your non face-to-face business. EZcomplete® allows you to conduct your non face-to-face business easily and quickly with your clients providing their signature remotely on their own device.
How does it work?
EZcomplete walks you through the electronic signature process. EZcomplete allows your clients to sign remotely using their own device for non-face-to-face applications. You only need to enter their email address and provide them with a secret passcode to securely access the documents to review and sign.
Just another reason to do business with Equitable Life®
EZcomplete makes it easy to process your non-face-to-face applications and do business with Equitable Life.
Login to EquiNet® and click on the EZcomplete icon on the menu bar
® denotes a trademark of The Equitable Life Insurance Company of Canada.
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Transaction Authorization Requirements table for Savings & Retirement advisors
Equitable Life® is here to help. When it comes to getting certain transactions authorized in a non face-to-face environment, you might need some direction. We’ve got you covered.
Equitable has created a quick reference table on EquiNet™. The Transaction Authorization Requirements table provides details on how to get certain forms approved and the best way to get them to us. Each form listed gives the authorization type that is accepted. We’ve also provided details when we receive a document that is considered not-in-good-order.
As we navigate through COVID-19, we will continue to update this table. This means you have the most current information available at your fingertips, 24/7.
Have other questions about COVID-19? Check out our Savings & Retirement COVID-19 update page on EquiNet as well. This page provides the latest news and information for Savings & Retirement advisors.
Still have a question? Give our Advisor Services team a call Monday to Friday 8:30 a.m. – 7:30 p.m. ET at 1.866.884.7427 or email savingsretirement@equitable.ca, or your local Regional Investment Sales Manager.
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We hear you. Equitable Life was ranked #1 for overall segregated funds service performance*.
Each year, Life Ops Consulting Group conducts an independent survey of financial advisors to find out
how satisfied advisors are with the service they receive from life insurance companies in Canada. Since 2015, Equitable Life® has received top marks in overall segregated funds service performance, new business processing, fund/policy statements and post-sales service.
Equitable Life was ranked #1 for overall segregated funds service performance*
We would like to take this opportunity to thank each of you that took the time to participate in this survey. We are proud of the service that we provide and are committed to listening to what advisors want and need to run their business. We work hard to earn your trust and will do what it takes to keep it.
Thank you.
* Life Ops Consulting Group Distribution Service Satisfaction Survey 2019
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.
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What’s new in EZtransact
We’re excited to introduce the latest enhancement for EZtransact™, our digital self-serve tool. EZtransact now allows you to help clients:
• Easily make segregated fund withdrawals. This functionality is available for all account types, and for the First Home Savings Account, it also eliminates the need to submit additional CRA paper forms.
• Transfer from one fund to another fund digitally, within the same policy and same sales charge options.
These enhancements make it easier than ever to do business with Equitable®. They will help reduce your time spent on paperwork, allowing to you focus on more value-add time and services for clients.
Check out EZtransact. Stay tuned for more exciting digital enhancements coming soon!
If you have any questions, please contact your Director, Investment Sales.
Date posted: July 11, 2024 -
New rules in effect for all Quebec applications
The Quebec Regulatory Tribunal (AMF) made an important decision about selling insurance products to Quebec residents. As a result, Equitable® has changed its licensing rules for all future sales to clients in Quebec.
Effective on November 28, 2024, you must be licensed in Quebec to submit an application for a client who lives in Quebec. This requirement applies to all insurance and investment products.
Regardless of where the application is signed, if you meet with a client whose primary residence is in Quebec, you must be licensed in Quebec to submit on the client’s behalf.
If you are not licensed in Quebec, you will need to get licensed in Quebec for applications for Quebec clients to be processed.
What about licensing for clients outside of Quebec?
In all cases, we encourage you to be licensed in the province where a client lives to be able to do business or provide ongoing service.
Equitable is committed to providing solutions and service that is in the best interests of clients and advisors alike. We appreciate your continued support.
Questions?
Your Equitable Wholesaler is here to help.
You may also reach out to Advisor Services for more details. Email eastern-service@equitable.ca or call 1-800-668-4095.
® or TM denote trademarks of The Equitable Life Insurance Company of Canada. -
Spring update and dividend scale for 2025/2026
Good news! The Equitable® Board of Directors has approved continuing our current dividend scale for the period of July 1, 2025, to June 30, 2026.
• The interest rate* we use to decide the dividend scale will stay at 6.40%.
• Other factors used to decide the dividend scale will stay the same.
• The interest rate for policies with dividends on deposit will stay at 3.50%.
• The interest rate for most policy loans will stay at 6.50%. This applies to both new and existing policy loans, and automatic premium loans. It specifically applies to Equimax® policies with a 9-digit policy number that starts with either "3" or "8". Older policies may have different loan rates as they are based on the prime interest rate.
*The dividend scale interest rate (DSIR) is different from the participating account (PAR) rate of return. The DSIR smooths out the ups and downs of the participating account experience. The PAR rate of return is the return on the investments in the participating account over the calendar year.
Need more information?
Did you miss our Spring Update & 2025 Dividend Scale Announcement?
Watch it now:
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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:If you have any questions, reach out to your Director, Investment Sales.
• 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.
When we work together, success is mutual.
Date posted: July 3, 2025 -
New and improved online calculators
Individual Wealth is excited to announce the launch of eight refreshed and enhanced online calculators! These tools are designed to help advisors and clients make more informed and accurate financial decisions.
These calculators are live and ready to support client conversations.
Why the change?
We have switched vendors to Ativa Interactive, a Canadian company with 30 years of experience in financial services. Their tools are more reliable and easier to use, offering a better advisor and client experience. Ativa Interactive has a robust portfolio of calculators available, giving us the opportunity to expand our offerings in future.
What’s available?
We kept the calculators you use most and added two new ones based on your feedback.
Popular calculators being refreshed:
• Will the money last calculator
• Savings Growth Calculator
• TFSA vs taxable investment calculator
• Retirement Projection Calculator
• Become a millionaire calculator
• RRIF Payment Calculator
New additions:
• GIA laddering calculator
• First home savings account calculator
Questions?
If you have any questions or need support, please reach out to your Director, Investment Sales.
Date posted: August 28, 2025