Register brokerage firm |Equitable

What do I need for access?

Your Social Security number for a one-time validation of your identity
Your contact information including an active email address
Your firm’s information including legal name and Tax ID

* fields are required

Broker's Social Security Number Broker's Legal First Name * Broker's Legal Last Name * Broker's Email Address * Broker's National Producer Number * Legal Name of Brokerage Firm* Tax ID Number of Brokerage Firm* Brokerage Firm National Producer Number Business Street Address* Business Street City* Business State * Business Zip Code* Resident State * Phone number Requestor's Name *

Access request for members of a brokerage firm

What do I need for access?