Enjoy secure, convenient digital access to your Equitable documents with eDelivery
Accessing your documents online just got easier with eDelivery. With eDelivery, you can receive, view and manage your important Equitable documents anywhere, anytime, giving you more control and flexibility while remaining secure. You’ll also receive notifications as soon as new documents become available.
Discover the benefits of eDelivery
Real-time updates
Receive instant notifications when new documents are available online, keeping you up to date.
Privacy and digital security
eDelivery offers secure, encrypted access to your documents, ensuring they are protected from unauthorized access.
Organization
Free up physical space in your home or office by reducing paper clutter.
Equitable documents available for eDelivery
As additional documents become available digitally, we will add them to your account.
- Confirmations
- Notices
- Financial statements
- Prospectuses, privacy policy and related communications
How to enroll in eDelivery
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Use Two-Factor Authentication for enhanced security. Choose your contact information and click “Send code."
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Enter your code and hit “Submit.”
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Navigate to the top left Profile section and click “eDelivery preferences.”
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Alternatively, on the Account Overview screen, click “Manage your Account” on the top right, and find eDelivery preferences.
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Click “Select paperless for all” or choose the specific financial accounts you’d like to use for eDelivery and then click “Agree & save.” Sign in to your account or register now.
Frequently asked questions
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How does eDelivery keep my Equitable documents safe?To ensure your privacy, documents with personal information will require a secure login using a personal ID and password. Your login credentials and account documents are protected by multiple layers of security. We recommend you use a browser like Google Chrome or Microsoft Edge that has been updated to the latest version.
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How can I get my documents delivered electronically instead of by mail?
You can enroll in electronic delivery by logging in to your Equitable account online, clicking the drop-down menu next to Personal Settings under your name and selecting Delivery preferences. Once you are signed in, select the eDelivery Preferences link under Profile.
Only policy/account owners can authorize this request.
When you enroll in eDelivery:
- You agree to receive certain documents electronically and to stop receiving paper copies of these documents through the U.S. mail.
- We will notify you via email anytime a document becomes available for viewing on our website.
- The email notification will contain a link to our home page and provide you with the quickest route to view your documents behind a secure login.
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How will I know when documents are available online?You will receive email notices containing hyperlinks to our website, where you can log on and view a list of all documents available, including the newest ones. You can identify that the email is being sent from us by verifying the sender line, which should read, Equitable eDelivery. As additional documents become available digitally, we will add them to your account.
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I selected all document types for eDelivery. Why am I still receiving paper mail?Regulations require that we send you some documents under certain conditions. As additional documents become available digitally, we will add them to your account. In addition, if you have an account through LPL Financial — including brokerage, Strategic Asset Management and other LPL Financial-sponsored investment advisory accounts — you will need to visit the Investment Account portal to complete eDelivery enrollment.
Let’s take the next step
Ready to access your documents digitally?
Sign in to your account now and follow the steps above to get started.
Don't have a login? Register now or learn about Equitable client portal