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  1. Frequently Asked Questions
  2. [pdf] When it is time to convert your RSP to a RIF
  3. [pdf] Insights into non-registered taxation
  4. Login information for current advisors
  5. EZcomplete Non-Face-to-Face enhancement


    An EZ way to conduct your out-of-town business

    You 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.
  6. The Equitable Gives Back Contest – Start spreading the word! Equitable Life of Canada is celebrating our 100th Anniversary in 2020, and we’re busy planning a year of events and activities so we can celebrate this significant milestone with our employees, clients, wholesalers and advisors across Canada.

    A big part of who we are as a company is our commitment to help strengthen the communities where we operate by supporting a variety of charitable initiatives that help to improve the quality of life for the people living there. We are proud to launch the Equitable Gives Back Contest. Our goal is to give $10,000 to five registered charities operating in Canada.

    All it takes to enter is an original essay (not less than 100 words, not more than 500) describing the way in which a charitable organization could use $10,000 to help further their charitable purpose and improve life for Canadians.

    Reach out to your clients, tell them about the contest, and encourage them to visit www.equitable100.ca to see if they are eligible! All entries must be submitted by March 31, 2020.
     
  7. No printing, no scanning—just EZcomplete EZcomplete® is your simple, digital tool for submitting applications for Equitable’s Pivotal Select™ segregated fund lineup.

    How does it work?
    EZcomplete® guides you step by step. Once the documents are ready for client review and signature, just enter the client’s email address and give them a secret passcode. They’ll get a secure link to review and sign the documents—no printing or scanning needed!

    When can I use it?
    Use EZcomplete® for both in-person and non face-to-face meetings. It works with individual, joint, or business clients. You can use it on a tablet, laptop, or desktop with internet access—whatever works best for you.

    Why use EZcomplete®?
    It’s fast, easy, and secure. For non face-to-face meetings, clients can sign documents remotely using their own device.

    Start using EZcomplete® today and make your application process smoother than ever.

     If you have any questions, feel free to reach out to your Director, Investment Sales.

    Date posted: October 7, 2025 
  8. Forget the password. Create your EquiNet passkey today. Passkey technology lets you log in to your EquiNet account securely using your face or fingerprint, removing the need for a password. Your biometric data stays safely on your device, making passkey a simple, fast, and highly secure way to access your account. You may already be using passkey on your personal devices.
     
    Ready to get started? Watch the video to learn how to create a passkey on your mobile device. Starting this December, if you choose to continue to log in using your email address and password, you may also be required to enter a one-time passcode that’s sent to your email.
     
    Important! Protect your credentials.
     
    In 2026, all your Equitable® accounts will use the same credentials to log in.
     
    Remember that you have personal information in your Client Access® and EquitableHealth.ca® accounts. To keep your personal information private and safe, make sure you’re the only one using your login credentials.
     
    Watch for ongoing communications and updates about how Equitable is helping to protect your information.
     
  9. Win with clients this winter – Equitable’s Snowball Your Savings contest This winter, clients’ savings could do more than grow—they could win. From January 1 to March 2, 2026, when clients set up or contribute to a Registered Retirement Savings Plan (RRSP) or Tax-Free Savings Account (TFSA), they will be automatically entered into Equitable’s Snowball Your Savings contest. Here’s the exciting part: two client winners will be randomly selected to receive a prize—just for saving.

    Key Dates:
    Contribution Period: January 1 – March 2, 2026
    Draw Date: March 23, 2026

    How to Enter
    Getting started is easy—and every eligible contribution is a chance to win!
    Step 1: Connect with your clients
    Step 2: Help your clients set up or contribute to a RRSP or TFSA that is aligned with their financial needs and goals
    Step 3: That’s it! Clients’ entry is automatic—no forms, no hassle!

    Whether clients are topping up their TFSA or making a RRSP contribution ahead of tax season, their smart saving could lead to something extra this winter.


    Equitable offers trusted, personalized investment solutions and, as a mutual, we provide financial strength and a commitment to helping Canadians grow and protect their wealth.

    Visit equitable.ca/snowball for full details


    ® or ™ denotes trademarks of The Equitable Life Insurance Company of Canada.
    Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes for a total value of $10,000 CAD to be drawn on March 23, 2026, will be awarded. The servicing advisor for the contract to which the selected entrant made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor wins a $1,000 prize. Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible Entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.
  10. Last chance to be entered to win – Snowball Your Savings contest ends March 2
    There’s still time to turn client contributions into a win for both of you. Until March 2, 2026, when clients set up or contribute to their Equitable® Registered Retirement Savings Plan or Tax-Free Savings Account, they’ll be automatically entered into Equitable’s Snowball Your Savings contest. And here’s the exciting part: two winners will be randomly drawn—and their advisors will share in the celebration!
     
    Key Dates
    Contribution Period: January 1 – March 2, 2026
    Draw Date: March 23, 2026
     
    How to Enter

    Advisors can easily submit client contributions through Equitable’s EZcomplete® or process transactions using EZtransact®. Every eligible entry is a chance to win!





    Why Equitable?
    We can help Canadians grow their savings with confidence. With a diverse range of investment funds and three distinct guarantee classes, Equitable offers flexible, goal-based solutions designed to support your clients’ financial journey.

    Make the Most of It
    Connect with your Director, Investment Sales to explore strategies for driving contributions, boosting engagement and supporting Canadians this season.
     
    ® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.   
    Equitable’s Snowball Your Savings contest: No purchase necessary. Contest period January 1, 2026 to March 2, 2026.  Enter by making a deposit to an Equitable Tax-Free Savings Account or Registered Retirement Savings Plan during the contest period or by submitting a no-purchase entry. Two prizes of $5,000 CAD to be drawn on March 23, 2026 will be awarded. The servicing advisor for the contract to which the selected entrants made the deposit is also an eligible winner and will receive a $1,000 CAD prize. For example, if an Equitable client is a winner of the $5,000 prize, the client’s servicing advisor for the relevant contract wins a $1,000 prize.  Open to legal residents of Canada of the age of majority. Odds of winning depend on number of eligible entries received during the Contest Period.  For full contest rules, including no-purchase method of entry, see the full contest rules.