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Enjoy secure, convenient digital access to your Equitable documents with eDelivery
Accessing your documents online just got easier with eDelivery. With eDelivery, you can receive, view and manage your important Equitable documents anywhere, anytime, giving you more control and flexibility while remaining secure. You’ll also receive notifications as soon as new documents become available.
Discover the benefits of eDelivery
How to enroll in eDelivery
Frequently asked questions
To ensure your privacy, documents with personal information will require a secure login using a personal ID and password. Your login credentials and account documents are protected by multiple layers of security. We recommend you use a browser like Google Chrome or Microsoft Edge that has been updated to the latest version.
You can enroll in electronic delivery by logging in to your Equitable account online, clicking the drop-down menu next to Personal Settings under your name and selecting Delivery preferences. Once you are signed in, select the eDelivery Preferences link under Profile.
Only policy/account owners can authorize this request.
When you enroll in eDelivery:
- You agree to receive certain documents electronically and to stop receiving paper copies of these documents through the U.S. mail.
- We will notify you via email anytime a document becomes available for viewing on our website.
- The email notification will contain a link to our home page and provide you with the quickest route to view your documents behind a secure login.
You will receive email notices containing hyperlinks to our website, where you can log on and view a list of all documents available, including the newest ones. You can identify that the email is being sent from us by verifying the sender line, which should read, Equitable eDelivery. As additional documents become available digitally, we will add them to your account.
Regulations require that we send you some documents under certain conditions. As additional documents become available digitally, we will add them to your account. In addition, if you have an account through LPL Financial — including brokerage, Strategic Asset Management and other LPL Financial-sponsored investment advisory accounts — you will need to visit the Investment Account portal to complete eDelivery enrollment.
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Ready to access your documents digitally?
Sign in to your account now and follow the steps above to get started.
Don't have a login? Register now or learn about Equitable client portal
Equitable is the brand name of the retirement and protection subsidiaries of Equitable Holdings, Inc., including Equitable Financial Life Insurance Company (Equitable Financial) (NY, NY), Equitable Financial Life Insurance Company of America (Equitable America), an AZ stock company with an administrative office located in Charlotte, NC, and Equitable Distributors, LLC. Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).