Transactions

See the transactions available when you sign into the Equitable portal. Transactions vary by account type.

• Address change
• Phone number change
• Email change
• Bank account update
• Investment strategies
• Financial profile
• eDelivery - enroll in paperless delivery

Financial transactions

• Dollar-cost/-cap Average
• Future Funds Allocation
• Rebalance Investments (One-time & Systematic Rebalance)
• Transfer funds between investment options
• Withdrawals
• Contributions
• Loan Payment/Change Payment Frequency

Service transactions

• Roll-Up Benefit Base Reset
• Service Form
• Maturity Election
• Performance Cap Thresholds
• Personal Data

Financial transactions

• Future fund allocation
• Make a payment
• Request a loan
• Transfer funds between investment options

Service transactions

• Change Beneficiary Information
• Dividend Elections and management
• Dividend Disbursements
• Payment Frequency change
• Systematic Payments

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The content of this website does not constitute an offer of investments, insurance, or financial advice and makes no direct or indirect recommendation with respect to the appropriateness of any particular product, investment, investment-related option, or financial service. Unless otherwise noted, references to “Equitable” within discussions of proprietary insurance and annuity products apply specifically and exclusively to issuers Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY) and/or Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC. Overall, Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial, Equitable America, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI & TN). Equitable Financial, Equitable America, Equitable Distributors, and Equitable Advisors are affiliated companies and do not provide tax or legal advice or services.