Manage your profile, investments, payments and more.

Get there in 4 easy steps:

Sign in Don't have an account? Register now

Select your account from the menu or on the page
Select the "Manage your account" menu on the account details page
Select the transaction you want from the menu

All transactions

See the transactions available when you sign into the Equitable portal. Transactions vary by account type.

  • 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
  • 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.

Apple store   Google store

Rated "Excellent" by leading research team Corporate Insight. Learn more about the mobile app features and functionality.