Brokerage and advisory products
Phone
866-487-7484
Equitable Advisors Brokerage
4707 Executive Drive
San Diego, CA 92121 - 3091
Insured Cash Account Program information
Accounts that clear through LPL Financial, including brokerage, Strategic Asset Management and other LPL Financial-sponsored investment advisory accounts, provide an Insured Cash Account Program. The Insured Cash Account (ICA) Program is an FDIC-insured bank-deposit cash sweep program, subject to certain limitations and other requirements. Click on the links below for additional information on the program.
Deposit Cash Account Program information
Advisory IRA Accounts that clear through LPL Financial, provide a Deposit Cash Account Program. The Deposit Cash Account (DCA) Program is a FDIC-insured bank-deposit cash sweep program, subject to certain limitations and other requirements. Select the document links below for additional information on the program.
Disclosures
Account disclosures
Agreements
- AXA Master Account Agreement
- Manager Select Account Agreement
- Model Wealth Portfolio (MWP) Account Agreement
- Optimum Model Portfolio (OMP) Account Agreement
- Personal Wealth Portfolio (PWP) Account Agreement
- Strategic Asset Management (SAM) Programs Account Agreement
Fee schedules
- Miscellaneous Account and Service Fees Schedule
- Miscellaneous Account and Service Fees Schedule - Brokerage
Conflicts of interest
Investor resources
Equitable financial reports
Investment advisory – firm brochure