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1. [pdf] Equitable GIF Fund Facts
2. Sales Illustrations
3. Easier than ever with Equitable and EZtransact Equitable^® keeps improving our digital self-serve tool, EZtransact^®. Our latest enhancements make it easier than ever to do business with us.
   
   What's new?
   Dollar cost averaging transaction
   • Advisors can now submit new dollar cost averaging requests through the Fund Switch transaction in EZtransact. A new recurring switch type is available.
   • When submitting a new request, you'll need to enter the amount, frequency, date of transfers, and the funds involved.
   • If a client has an active request, you can change the amount, frequency, date, and funds.
   • After you submit the request, the client will get an email to sign. Once they e-sign, the request goes directly to Equitable.
   
   Other recent enhancements include:
   • Segregated fund withdrawals and fund transfers
   • New dashboard for client search, transaction management enhancements and signing process improvements
   See what advisors are saying about our updates and advance your sales process with EZtransact. If you have questions, contact your Director, Investment Sales.
   
   Date posted: December 11, 2024
4. 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.
    
5. eDelivery of a Contract - New Business
6. About
7. [pdf] Equinet FAQ
8. EquiNet-FAQ
9. [pdf] EquiNet Quick Tips
10. About