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  1. Login information for current advisors
  2. 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.
     
  3. Passkey: The fastest, safest way to log in to Client Access
    We’ve upgraded the Client Access® portal to make access easier and more secure.

    What’s new?
    • Passkey: The easiest way to log in
    Passkey is now available across all Equitable portals. With passkey, clients can log in quickly and securely using biometrics like face or fingerprint recognition, eliminating the need for passwords. 
    • Extra protection for email/password users
    For clients who continue to use their email and password, extra security may be required. Clients may be prompted to enter a one-time passcode sent to their email, ensuring only authorized access.

    What you need to know:
    • Clients sign in to Client Access the same way you do on EquiNet, making it easier to support your clients.
    • “Forgot email” is available to help clients recover the email they need to log in.
    • Passkey setup is easy and safe. Just follow the prompts when you  login. Watch the video to learn how to create a passkey.
  4. EZtransact: Your digital edge for client requests

    Advisors, are you using EZtransact® yet? It’s the simple, secure way to submit client requests online—fast and frustration-free.

    Why use EZtransact?

    •  Easy to use: The platform is simple and clear—no guesswork needed.
    •  E-Signature ready: Send forms to clients for secure electronic signing.
    •  Real-time error checks: Helps catch mistakes early and avoid delays.
    •  Faster processing: Once signed, transaction documents go straight to Equitable.

    What can you do with EZtransact?
    You can submit many types of transactions, including:

    •  Pre-Authorized Debit (PAD) Agreements
    •  Fund Switches
    •  RSP to RIF Conversions
    •  Withdrawals
    •  Dollar Cost Averaging
    •  Transfers from other financial institutions
    EZtransact helps you save time and serve clients better. Try it today and make these transactions smoother.

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

    Date posted: August 21, 2025
  5. Repositioned Wealth Accumulator available

    Repositioned Equimax Wealth available now

    As we continue to grow to meet the needs of various market segments, our product options for your high net worth (HNW) clients have also been improved. Equimax Wealth Accumulator® has been repositioned to meet the needs of your high net worth clients by providing more deposit room and competitive early cash values.

    Equimax Wealth is now repositioned for your high net worth clients

    Equimax Wealth Accumulator is now targeted for clients ages 45 to 65 with an insurance need but also looking for tax advantaged growth as an alternative to traditional investments. It allows your clients to achieve both while diversifying their portfolio and saving taxes, particularly for corporations.
    image_for_wa.jpg

    Highlights of the repositioned Equimax Wealth Accumulator:

    • More deposit room - Allows for significantly more deposit room by reducing the initial death benefit. This means more money can be paid into the policy to promote the tax-advantaged investment growth.
    • Higher early cash surrender values - We are more competitive on total cash value in years 1 to 10 in the target market ages of 45-65. The higher extra deposit room and early surrender cash value allows the illustration to show an earlier premium offset, which is key for the HNW market.
    • More competitive on life pay - Improvements to life pay more notable than 20 pay. Reduced premiums for most male and female non-smokers in our target market (ages 45-65) as well as 2, 3, and 4 year improvement in illustration of premium offset.
    • More competitive at older ages - A shift in the target market means you can support older clients in the HNW market. The Equimax Wealth Accumulator is now more competitive at ages 45-65.

    Learn more

    For full details on the transition, please see our transition rules.

    For more information on this product, please visit the Equimax page on Equinet.

  6. [pdf] DUCA Credit Union Lending Arrangement
  7. The value of Equitable Life’s EZcomplete online application for Pivotal Select
    Necessity is the mother of invention. And COVID-19 has taken Equitable Life’s® EZcomplete® online application to the next level. Prior to the pandemic, EZcomplete was touted as being convenient and easy to use. Well, it is. But now…it is so much more.

    Whether secure in an office or safe at home, EZcomplete’s non face-to-face capabilities include an alternative to physical verification. EZcomplete simply requires verification of ID using a third-party service provider. The third-party service provider completes the verification behind the scenes using information that was already required to complete an application. By removing the physical ID requirements, the ID verification process has been automated and simplified.

    EZcomplete’s electronic signature functionality is also easy and secure. To enable a remote signature, your client just provides an e-mail address. Your client will receive a link and security code that you provide. The client enters the code, reviews the application and e-signs the documents.

    Step by step directions ensure you have the right details without any confusing or unnecessary questions. Highlighted fields alert you to any missing information, eliminating any extra work or effort. The immediate processing also helps make it an attractive resource.



    Whether selling segregated funds face to face or from the comfort of home, Equitable Life’s EZcomplete online application and Pivotal Select™ segregated fund line up provide the solution for even the most rattled and weary investor. Learn more, visit EquiNet or contact your Regional Investment Sales Manager.