Our client portal provides registered customers a consolidated view of life and annuity contracts, 24 hours, 7 days a week. Customers can log in to:

 

Check Account Details
Annuities - Plan type, ownership and account value
Life - Face amount, cash value and available loan value
Investment option balances, investment allocation and daily fund prices
Premium/Contribution information

 

Manage Your Portfolios
Transfer amounts among investment options
Change the investment allocation for future premiums/contributions
Make a payment or contribution
Request a loan against your life insurance cash value
Sign up for electronic delivery of statements

 

Review Investment Performance
Annualized year to date, 1 year, since inception, and where available, 3, 5, and 10 year performance
Investment objectives, strategy, portfolio composition and top 10 holdings for all options
Quarterly Portfolio Highlights

 

Access Customer Service
Find answers to frequently asked questions about your policy/contract
Print service forms

You should be aware that not all contracts and/or policies are supported online at this time. Policyholder/Contract holders must be registered with the Equitable client portal to obtain the online services listed above. If you are a plan participant, your Plan Sponsor must agree to make online access available for you. During registration, clients are asked to accept our Online Services Agreement. The use of Equitable client portal is only available on the terms and conditions set forth in the agreement.

At this time, we only provide a consolidated view of products and asset accounts based on an individual owner's social security number.

If you have a specific question about contract or policy details provided in your online account information, call us toll-free at (866) 844-6001 and select option 2

The online portal requires a secondary security code to access an online account. This helps protect client accounts and prevent fraudulent action against them.

Sometimes clients are unable to update the trusted number for a variety of reasons (phone number is on a family plan instead of the individuals name, client information is not up to date, change of address, phone type, etc.). A phone number or email can be manually added if the client calls (877) 222-2144.

Removing pop up blockers is necessary on some browsers/devices to access things on the portal. Certain links (documents, make a payment, etc.) pop up in a new window. For these to work, permission must be enabled on the browser authorizing the equitable page to have pop ups. Also, LPL accounts access their Account View page through Equitable.com. Pop up blockers must be enabled for LPL clients to access their page.

Clearing cache and cookies is an excellent way to stop general issues and is usually a first step that we take when diagnosing a problem.

Call us toll-free at (866) 444-6001

For faster service select the appropriate prompt:

• Option 1 - Questions on your existing account, policy or contract
• Option 2 - Technical support or online account information
• Option 3 - Learn more about our products & services
• Option 4 - Access our corporate directory 
• Option 5 - Register for online access and electronic delivery