Transactions

Manage your profile, investments, payments and more.

Get there in 4 easy steps:
Circled one

Sign in  Don't have an account? Register now

Circle Two

Select your account from the menu or on the page

Circle Three

Select the "Manage your account" menu on the account details page

Circle Four

Select the transaction you want from the menu

Transaction window screehshot

All 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

Did not see the transaction you are looking for?

Go to Account support to access contacts information and forms for your account type.

Equitable Mobile App

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