What features are available through my online account with Equitable?
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.
Can I view my spouse's account?