Simplify your Equitable account management
The Equitable Client Portal is a secure, user-friendly platform that simplifies account management by providing online access to your documents, investment options and account details anytime, anywhere.
Unlock the benefits of the Equitable Client Portal
Convenience
Access important documents online at any time.
Simplicity
You can manage your account effortlessly on a sleek, easy-to-use website.
Mobility
Conveniently access your account via a mobile device on a website or our free Equitable mobile app.
Register now in three easy steps
1 - Go to equitable.com/register
- Select Individual and the applicable product
- Enter your email
- Enter your SSN and date of birth
- Click next
2 - Select ID and password
- For additional security, you will need to enter your phone number and choose your authentication methods: text message or via phone.
3 - Select account type
- Finalize your registration by creating your user ID, password and confirming your email.
- Choose three security questions and answers
- Sign up for eDelivery now!
Equitable Mobile App - a secure and convenient way to access your account no matter where you are
Download the Equitable Mobile App
Frequently asked questions about the client portal
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What can I do on the Equitable Client Portal?
The Equitable Client Portal allows you to:
- Access documents and view consolidated account information.
- Easily sign up for eDelivery to receive important documents online.
- Manage your account with ease, with everything you need at your fingertips.
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Is my information secure on the Equitable Client Portal?Yes, your information is protected by enhanced security measures to ensure your personal data remains safe.
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Can I access the Equitable Client Portal on my mobile device?Yes, you can access the Equitable Client Portal from any mobile device. You can use your mobile web browser or download our free app for convenient access to your account information anytime, anywhere.
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How do I sign up for eDelivery of my documents?To sign up for eDelivery, register for the Equitable Client Portal and navigate to the eDelivery section. Follow the prompts to enroll and start receiving your important documents electronically.
GE-8018397.1 (05/2025) (Exp. 05/2029)