Our commitment is to ensure that you have all the information about your individual investment and insurance policy information that you need. We also know that privacy and online security are important to you. That’s why our online client site, Equitable Client Access® requires two levels of user validation, so you can confidently connect to your policy details.
Whether new to Equitable Client Access or a regular user, our secure client site gives you 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, 2022, to get your tax slips.
If you have any questions or require some assistance with your account, we are here to help. Contact us Monday to Thursday from 8:30 a.m. to 6 p.m. and Friday 8:30 a.m. to 5 p.m. ET at 1.800.668.4095.
Login or register today!