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EZtransact enhancements: New “Internal Transfer” and “Other Institution” options
At Equitable®, we’re always looking for ways to make it easier to support clients. That’s why we’re excited to share new enhancements in EZtransact® that give you more flexibility and simplify transfer processes.
What’s new
As of January 22, EZtransact now offers:
• Internal Transfers that streamline digital movement of investments between eligible client accounts within Individual Wealth.
• An “Other Institution” option when you’re initiating an external transfer. This means you can request transfers from financial institutions that are not listed in our existing dropdown menu.
These enhancements remove the need for manual workarounds and help ensure transfers are captured clearly and accurately the first time.
These updates support:
• Advisors working with Individual Wealth clients
• Clients who need to move investments either within Equitable or from another financial institution
To transfer funds between existing Equitable contracts, simply go to EZtransact, select Make a Transfer on the policy you want to receive the funds, and view your client’s existing contracts all in one place.
Use the new “Other Institution” option to start transfers from any financial institution, even if it’s not part of the standard list.
You’ll see these enhancements in the “Make a Transfer” flow within EZtransact on EquiNet®. It appears right at the point where you select the financial institution for the transfer.
These updates are designed to:
• Give you more flexibility when managing external transfers
• Remove the need for manual steps or workaround solutions
• Help reduce errors that can happen during manual processing
• Improve efficiency for you and deliver a smoother experience for clients
You asked, and we listened! Keep providing us with your feedback on our digital tools. When we grow together, success is mutual. Get to know EZtransact! If you have any questions, please contact your Director, Investment Sales.
Date posted: April 1, 2026 -
Redefining Trust in Financial Advice: AI and Mental Health
Discover how AI is shaping client relationships, mental health and the advisor’s role.
Join our April Master Class, “Redefining Trust in Financial Advice: AI and Mental Health.” As artificial intelligence (AI) becomes more common in financial services, advisors are facing a new reality. Advanced technology now sits alongside very human needs. Clients want more than speed and smart tools. They want advice built on trust, empathy and understanding.
In this session, we’ll explore:
• How AI is changing the advisor client relationship and what that means for trust.
• The link between money, mental health and client decision making.
• Practical ways advisors can use technology while staying empathetic and ethical.
Why attend?
• Build stronger trust and confidence in client conversations as AI plays a bigger role.
• Better support clients dealing with financial stress and emotional uncertainty.
• Learn practical strategies you can use right away without losing the human touch.
Join Joseph Trozzo, Vice President, National Investment Sales at Equitable, in conversation with Gabrielle Provencher, M.Sc., R.S.W., R.M.F.T. (AMHP), Director, Enhanced Mental Health Care & Workplace Support, Homewood Health.
Don’t miss this opportunity.
Learn more
- Path to Success Module 1
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Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients
Discover how to navigate CRM3 conversations to build trust, clarity and stronger client relationships.
Join our May Master Class, featuring Invesco Global Consulting’s Program “Total Cost Conversation — Navigating Client Relationship Model Phase 3 (CRM3) with clients.”
Total Cost Reporting with CRM3 will become mandatory on client statements in January 2027 and now is the right time to start the conversation. This session will help you speak clearly and confidently with clients about what’s changing, using language that builds trust and understanding.
In this session, Invesco will explore:- What to say about CRM3 and how to explain it in a way clients understand.
- How trust differs across generations, including Boomers, Gen X and Millennials.
- How to clearly communicate and reinforce your value to clients.
- Learn practical ways to build trust and confidence when discussing CRM3 with clients.
- Support client conversations with greater transparency and clarity.
- Gain access to a research‑based script to open discussions about Total Cost Reporting.
Learn more - Login information for current advisors
- Instructions
- Critical Illness Path to Success Program Instructions
- [pdf] Advisor Attestation - Stylus Signatures
- [pdf] Asset Rebalancing - Equitable GIF