Transactions
Manage your profile, investments, payments and more.
Get there in 4 easy steps:
All transactions
See the transactions available when you sign into the Equitable portal. Transactions vary by account type.
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Profile
- Address change
- Phone number change
- Email change
- Bank account update
- Investment strategies
- Financial profile
- eDelivery - enroll in paperless delivery
-
Annuities
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
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Life Insurance
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
Get secure and convenient access to all of your account features.
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